Calls
3
Chris Kennedy
Economic Statecraft Lead, Bloomberg Economics
Win Rate
33.3%
return
-0.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 10
$136.30
-6.7%
Iran has the capability to completely shut down shipping through the Strait of Hormuz at any point, and the ongoing US-Iran conflict with calibrated strikes is far from a ceasefire, keeping a floor under oil prices. Even if a deal is reached, oil may not return to pre-war levels until next year.
Commodities
Long
Jul 22
$56.24
+6.0%
The Iran conflict with no direct negotiations will prolong oil supply disruptions, while Russia's diesel export ban adds further pressure; robust US fuel demand and falling inventories keep crude and diesel prices elevated, with no resolution in sight.
Thematic ETFs
Long
Jul 26
$10.55
-1.2%
Europe is losing a global fight for LNG as it delays purchases pending Strait of Hormuz reopening, faces competition from Asia, limited US export capacity, and risk of Qatari LNG facility attacks, threatening winter stock refill and driving higher European natural gas prices.
Commodities
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Chris Kennedy has 3 trade ideas tracked on Buzzberg across 3 tickers since June 2026. Most covered: BNO, CRAK, UNG.
