Calls
1
Lin Ye
Vice President, Commodity Markets Oil, Rystad Energy
Win Rate
100.0%
return
+21.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 30
$40.85
+21.2%
Brent oil prices have significant upside in the near term because the Strait of Hormuz is far from a normal resumption of free navigation. Insurance fees remain high, mine clearance hasn't happened, and only a fraction of the trapped vessels have exited. Negotiations are fragile and Iran retains leverage to disrupt flows. Combined with recovering seasonal demand, the supply overhang is smaller than the market assumes.
Commodities
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Lin Ye has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: BNO.
