Calls
3
Frank Monkam
Win Rate
66.7%
return
+9.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 03
$246.07
+6.7%
Frank Monkam states the "Black Swan is here" and expects oil to rise another $10 in the coming weeks. Wayne Tan notes Qatar (1/5th of global LNG supply) has shut in capacity, and Europe is entering restocking season with low inventories. The market has priced in the initial shock, but not the duration. Qatar's outage creates a specific, acute crisis for Natural Gas distinct from Oil. US exporters of LNG (like Cheniere) become critical to fill the void left by Qatar in Europe and Asia. LONG. Energy is the direct hedge against this geopolitical escalation. Rapid de-escalation or OPEC+ flooding the market with spare capacity.
Frank Monkam states the "Black Swan is here" and expects oil to rise another $10 in the coming weeks. Wayne Tan notes Qatar (1/5th of global LNG supply) has shut in capacity, and Europe is entering restocking season with low inventories. The market has priced in the initial shock, but not the duration. Qatar's outage creates a specific, acute crisis for Natural Gas distinct from Oil. US exporters of LNG (like Cheniere) become critical to fill the void left by Qatar in Europe and Asia. LONG. Energy is the direct hedge against this geopolitical escalation. Rapid de-escalation or OPEC+ flooding the market with spare capacity.
Oil & Gas
Long
Mar 03
$12.28
-14.4%
Frank Monkam states the "Black Swan is here" and expects oil to rise another $10 in the coming weeks. Wayne Tan notes Qatar (1/5th of global LNG supply) has shut in capacity, and Europe is entering restocking season with low inventories. The market has priced in the initial shock, but not the duration. Qatar's outage creates a specific, acute crisis for Natural Gas distinct from Oil. US exporters of LNG (like Cheniere) become critical to fill the void left by Qatar in Europe and Asia. LONG. Energy is the direct hedge against this geopolitical escalation. Rapid de-escalation or OPEC+ flooding the market with spare capacity.
Frank Monkam states the "Black Swan is here" and expects oil to rise another $10 in the coming weeks. Wayne Tan notes Qatar (1/5th of global LNG supply) has shut in capacity, and Europe is entering restocking season with low inventories. The market has priced in the initial shock, but not the duration. Qatar's outage creates a specific, acute crisis for Natural Gas distinct from Oil. US exporters of LNG (like Cheniere) become critical to fill the void left by Qatar in Europe and Asia. LONG. Energy is the direct hedge against this geopolitical escalation. Rapid de-escalation or OPEC+ flooding the market with spare capacity.
Commodities
Long
Mar 03
$90.20
+37.4%
Frank Monkam states the "Black Swan is here" and expects oil to rise another $10 in the coming weeks. Wayne Tan notes Qatar (1/5th of global LNG supply) has shut in capacity, and Europe is entering restocking season with low inventories. The market has priced in the initial shock, but not the duration. Qatar's outage creates a specific, acute crisis for Natural Gas distinct from Oil. US exporters of LNG (like Cheniere) become critical to fill the void left by Qatar in Europe and Asia. LONG. Energy is the direct hedge against this geopolitical escalation. Rapid de-escalation or OPEC+ flooding the market with spare capacity.
Frank Monkam states the "Black Swan is here" and expects oil to rise another $10 in the coming weeks. Wayne Tan notes Qatar (1/5th of global LNG supply) has shut in capacity, and Europe is entering restocking season with low inventories. The market has priced in the initial shock, but not the duration. Qatar's outage creates a specific, acute crisis for Natural Gas distinct from Oil. US exporters of LNG (like Cheniere) become critical to fill the void left by Qatar in Europe and Asia. LONG. Energy is the direct hedge against this geopolitical escalation. Rapid de-escalation or OPEC+ flooding the market with spare capacity.
Commodities
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Frank Monkam has 3 trade ideas tracked on Buzzberg across 3 tickers since March 2026. Most covered: BNO, UNG, LNG.
