Sasha Foss

Energy Analyst, CSC Commodities - Marex
· tracked since Mar 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
WTI long +10.9%
Worst Calls
No live losers yet
Most Mentioned
BNO ×1
Recent Calls
WTI long 2 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d —
Average Return +10.9% Long Return +10.9% Short Return -
Average Return
7d +8.3%
30d +15.6%
90d —
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Thesis
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WTI West Tex... West Texas Intermed...
Long
Mar 31
$127.25
+10.9%
The speaker states, "as long as this conflict continues and the Strait remains shut or controlled by Iran... the oil price really is embedded higher," and that "oil has a lot of room to grow." The Strait of Hormuz closure has removed a significant volume of oil from the market. Damage to energy infrastructure is long-lasting, and short-term policy fixes (IEA releases, sanction waivers) are temporary. LONG. The fundamental physical supply disruption is severe and persistent, with no quick resolution in sight, creating sustained upward pressure on prices. A rapid and credible diplomatic resolution that fully reopens the Strait of Hormuz and allows for the swift repair of damaged infrastructure.
The speaker states, "as long as this conflict continues and the Strait remains shut or controlled by Iran... the oil price really is embedded higher," and that "oil has a lot of room to grow." The Strait of Hormuz closure has removed a significant volume of oil from the market. Damage to energy infrastructure is long-lasting, and short-term policy fixes (IEA releases, sanction waivers) are temporary. LONG. The fundamental physical supply disruption is severe and persistent, with no quick resolution in sight, creating sustained upward pressure on prices. A rapid and credible diplomatic resolution that fully reopens the Strait of Hormuz and allows for the swift repair of damaged infrastructure.
Energy
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