Calls
1
Rachel Ziemba
Founder, Ziemba Insights
Win Rate
100.0%
return
+12.1%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 23
$110.56
+12.1%
Rachel Ziemba states if the Strait of Hormuz "stays as effectively closed, we will see oil prices continuing to grind out." The physical supply disruption is immense (~11 mbd per IEA), and Asian refiners are already paying premiums of $150-160 for deliverable crude. The scale of the effective outage outweighs strategic reserve releases and sanctions exemptions, pointing to higher prices. The Strait reopens quickly, or a coordinated global release of reserves overwhelms the supply gap.
Rachel Ziemba states if the Strait of Hormuz "stays as effectively closed, we will see oil prices continuing to grind out." The physical supply disruption is immense (~11 mbd per IEA), and Asian refiners are already paying premiums of $150-160 for deliverable crude. The scale of the effective outage outweighs strategic reserve releases and sanctions exemptions, pointing to higher prices. The Strait reopens quickly, or a coordinated global release of reserves overwhelms the supply gap.
Commodities
Showing 1 of 1 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Rachel Ziemba has 1 trade ideas tracked on Buzzberg across 1 tickers since March 2026. Most covered: BNO, KOL.
