Calls
1
Sasha Foss
Energy Analyst, CSC Commodities - Marex
Win Rate
0.0%
return
-1.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 31
$127.25
-1.1%
The speaker states, "as long as this conflict continues and the Strait remains shut or controlled by Iran... the oil price really is embedded higher," and that "oil has a lot of room to grow." The Strait of Hormuz closure has removed a significant volume of oil from the market. Damage to energy infrastructure is long-lasting, and short-term policy fixes (IEA releases, sanction waivers) are temporary. LONG. The fundamental physical supply disruption is severe and persistent, with no quick resolution in sight, creating sustained upward pressure on prices. A rapid and credible diplomatic resolution that fully reopens the Strait of Hormuz and allows for the swift repair of damaged infrastructure.
The speaker states, "as long as this conflict continues and the Strait remains shut or controlled by Iran... the oil price really is embedded higher," and that "oil has a lot of room to grow." The Strait of Hormuz closure has removed a significant volume of oil from the market. Damage to energy infrastructure is long-lasting, and short-term policy fixes (IEA releases, sanction waivers) are temporary. LONG. The fundamental physical supply disruption is severe and persistent, with no quick resolution in sight, creating sustained upward pressure on prices. A rapid and credible diplomatic resolution that fully reopens the Strait of Hormuz and allows for the swift repair of damaged infrastructure.
Commodities
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Sasha Foss has 1 trade ideas tracked on Buzzberg across 1 tickers since March 2026. Most covered: BNO.
