Calls
3
John Kilduff
Founding Partner, Again Capital
Win Rate
100.0%
return
+8.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 15
$47.26
+15.2%
Crack spreads and refinery profit margins should maintain themselves even as crude prices readjust, making the refining sector a great place to be from an investment standpoint.
Thematic ETFs
Long
Jul 07
$106.14
+1.4%
Refined products such as gasoline and jet fuel remain sticky and elevated, continuing to pressure markets and consumers, and the tightness in these products is separate from the moves in crude oil.
Commodities
Long
Jul 07
$106.42
+8.1%
Iranian attacks on commercial ships in the Strait of Hormuz are expected to persist, but oil prices are only up modestly from recent lows as the market slowly recovers. The recovery in oil prices is underway despite ongoing geopolitical tensions.
Commodities
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John Kilduff has 3 trade ideas tracked on Buzzberg across 3 tickers since June 2026. Most covered: CRAK, BNO, UGA.
