The author is highlighting a significant, albeit likely difficult to execute, arbitrage opportunity in oil, implying a long position in US-priced oil to capture the spread against higher prices in China.
USO
HIGH
Mar 19, 13:31
"By the way, you can buy $OIL in the US for $97, and sell it in China for $150 and make a killing on arbitrage"
March 19, 2026 at 13:31