Calls
1
Dan Dicker
Energy Markets Expert, Author of Oil's Endless Bid
Win Rate
100.0%
return
+10.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 21
$114.87
+10.5%
Global physical oil supply is severely disrupted, with 6-8 million barrels per day not reaching markets, draining stockpiles by roughly half a trillion barrels. Traders have been repeatedly burned by presidential jawboning that crushes long positions, leaving them spectacularly short near $75, which was the boring upper end of a pre-war range. When the physical reality of depleted stockpiles finally asserts itself, a violent price spike from $75 to $135 is likely, and current market pricing is overly optimistic.
Commodities
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Dan Dicker has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: BNO.
