Alaric Nightingale

Energy/Oil Reporter, Bloomberg
@AlaricN · tracked since Mar 2026
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 2
Best Calls
USO long +29.7%
XLE long +3.8%
Worst Calls
No live losers yet
Most Mentioned
XLE ×2
BNO ×1
Recent Calls
XLE long 2 months ago
USO long 2 months ago
Win Rate 100% Long 2 Short 0
Win Rate
7d 100%
30d 100%
90d —
Average Return +16.8% Long Return +16.8% Short Return -
Average Return
7d +6.1%
30d +16.6%
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
XLE Energy S... Energy Select Secto...
Long
Mar 06
$56.57
+3.8%
The Strait of Hormuz is effectively closed due to the war with Iran. Tankers are piling up, and 1/5th of the world's oil supply is blocked. WTI is near $89, Brent over $90. This is a physical supply shock, not just speculation. With no immediate "offramp" to the conflict and the White House admitting the timeline is murky, the risk premium in energy must re-rate higher. Supply constraints directly equate to higher spot prices for crude and energy producers. LONG oil futures proxies and energy sector producers. A sudden ceasefire or US military intervention that quickly reopens shipping lanes would cause a massive price collapse.
The Strait of Hormuz is effectively closed due to the war with Iran. Tankers are piling up, and 1/5th of the world's oil supply is blocked. WTI is near $89, Brent over $90. This is a physical supply shock, not just speculation. With no immediate "offramp" to the conflict and the White House admitting the timeline is murky, the risk premium in energy must re-rate higher. Supply constraints directly equate to higher spot prices for crude and energy producers. LONG oil futures proxies and energy sector producers. A sudden ceasefire or US military intervention that quickly reopens shipping lanes would cause a massive price collapse.
Energy
YOUTUBE
USO United S... United States Oil Fund
Long
Mar 06
$108.77
+29.7%
The Strait of Hormuz is effectively closed due to the war with Iran. Tankers are piling up, and 1/5th of the world's oil supply is blocked. WTI is near $89, Brent over $90. This is a physical supply shock, not just speculation. With no immediate "offramp" to the conflict and the White House admitting the timeline is murky, the risk premium in energy must re-rate higher. Supply constraints directly equate to higher spot prices for crude and energy producers. LONG oil futures proxies and energy sector producers. A sudden ceasefire or US military intervention that quickly reopens shipping lanes would cause a massive price collapse.
The Strait of Hormuz is effectively closed due to the war with Iran. Tankers are piling up, and 1/5th of the world's oil supply is blocked. WTI is near $89, Brent over $90. This is a physical supply shock, not just speculation. With no immediate "offramp" to the conflict and the White House admitting the timeline is murky, the risk premium in energy must re-rate higher. Supply constraints directly equate to higher spot prices for crude and energy producers. LONG oil futures proxies and energy sector producers. A sudden ceasefire or US military intervention that quickly reopens shipping lanes would cause a massive price collapse.
Energy
YOUTUBE
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