Calls
4
Rachel Ziemba
Founder, Ziemba Insights
Win Rate
100.0%
return
+13.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 23
$110.56
+28.5%
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
Long
Aug 14
$85.52
+6.8%
Product stress and upside will continue in diesel and oil products, even gasoline, while LNG remains in short supply and is harder to shuttle out as Europe and Northeast Asia refill storage; copper is also reflecting restrictions from sulfur.
Commodities
Long
Aug 14
$58.44
+8.2%
Product stress and upside will continue in diesel and oil products, even gasoline, while LNG remains in short supply and is harder to shuttle out as Europe and Northeast Asia refill storage; copper is also reflecting restrictions from sulfur.
Thematic ETFs
Long
Aug 14
$117.61
+11.4%
Product stress and upside will continue in diesel and oil products, even gasoline, while LNG remains in short supply and is harder to shuttle out as Europe and Northeast Asia refill storage; copper is also reflecting restrictions from sulfur.
Commodities
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Rachel Ziemba has 4 trade ideas tracked on Buzzberg across 4 tickers since March 2026. Most covered: BNO, UGA, CRAK.
