Calls
1
Rory Johnston
Founder, Commodity Context
Win Rate
0.0%
return
-11.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 14
$142.19
-11.7%
The Hormuz closure has shut in ~13 million barrels per day of oil, inventories are drawing down globally, and demand destruction has not yet occurred. Despite near-term price patience, continued stock draws will force oil prices to all-time highs if the strait remains closed. The back of the curve is already rising, signaling an inevitable price surge.
Commodities
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Rory Johnston has 1 trade ideas tracked on Buzzberg across 1 tickers since March 2026. Most covered: BNO.
