Calls
1
Gautam Mukunda
Lecturer, Yale School of Management and Bloomberg Opinion contributor
Win Rate
100.0%
return
+1.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 23
$140.43
+1.2%
The US has largely depleted its interceptor stockpile and the Strategic Petroleum Reserve, while Gulf allies are reluctant to host strikes. With no resupply, Iranian missiles and drones will get through more often, and the buffers to cushion oil market shocks are gone. This round of military strikes is set to be worse for oil supply and prices than the first one, making oil particularly vulnerable to a price spike.
Commodities
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Gautam Mukunda has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: BNO.
