Calls
1
Meghan O'Sullivan
Director, Belfer Center for Science and International Affairs
Win Rate
100.0%
return
+13.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 18
$123.96
+13.8%
The oil market proved resilient to a historically large supply disruption thanks to three buffers: redundant export infrastructure, coordinated strategic reserve releases, and a significant drop in Chinese globally-traded oil demand. However, those buffers have been whittled down since February, leaving the market in a more vulnerable position today. A similarly-sized prolonged disruption now would likely cause a larger price spike, implying upside risk for crude oil.
Commodities
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Meghan O'Sullivan has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: BNO.
