Calls
3
Michelle Brouhard
Head of Policy and Geopolitical Risk at Kpler
Win Rate
66.7%
return
+3.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 30
$102.74
+4.7%
Gasoline prices will remain elevated and are unlikely to fall to $2.50 per gallon by November because Middle East refinery capacity remains offline, product exports are constrained, gasoline cracks are at multi-year highs, demand stays robust, and the Strait of Hormuz disruption continues to limit product flows.
Commodities
Long
Jul 21
$55.67
-2.2%
Refined products remain significantly tighter than crude oil due to constrained supplies from the Middle East and Russia, while crude has softened from Chinese import drops, Saudi/UAE rerouting, and SPR releases. This tightness is expected to persist and merits investor attention.
Thematic ETFs
Long
Jun 30
$106.37
+8.1%
A new fee structure for passing through the Strait of Hormuz is very hard to reverse and will raise shipping costs and oil prices. This tolling concept could spread to other global straits like Gibraltar and Malacca, creating a lasting geopolitical risk premium for crude.
Commodities
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Michelle Brouhard has 3 trade ideas tracked on Buzzberg across 3 tickers since June 2026. Most covered: UGA, BNO, CRAK.
