Сигналы
3
Michelle Brouhard
Head of Policy and Geopolitical Risk at Kpler
Винрейт
66.7%
доходность
+3.5%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
30 июн
$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.
Сырьё
Лонг
21 июл
$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.
Тематические ETF
Лонг
30 июн
$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.
Сырьё
Показано 3 из 3 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Michelle Brouhard на Buzzberg отслеживается 3 торговых идей по 3 тикерам с июня 2026. Чаще всего покрывает: UGA, BNO, CRAK.
