Sarah Emerson
Founder and President, ESAI Energy
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Mar 27
$1.15
-
Sarah Emerson stated Brent crude could move into the $110-$115 range in the next month, and in an escalation case, easily reach $130-$140 due to supply disruptions. The closure of the Strait of Hormuz has created a significant oil supply disruption, with phase two of the crisis requiring knotted partial solutions that may not fully offset losses. Higher oil prices are likely as the war drags on, with limited near-term catalysts for a decline. A negotiated cease-fire or status quo with safe passage for vessels could alleviate supply constraints.
Sarah Emerson stated Brent crude could move into the $110-$115 range in the next month, and in an escalation case, easily reach $130-$140 due to supply disruptions. The closure of the Strait of Hormuz has created a significant oil supply disruption, with phase two of the crisis requiring knotted partial solutions that may not fully offset losses. Higher oil prices are likely as the war drags on, with limited near-term catalysts for a decline. A negotiated cease-fire or status quo with safe passage for vessels could alleviate supply constraints.
Energy
Showing 1 of 1 picks ยท sorted by mentions
Choose a mentions count to open ticker posts.