Calls
1
Saul Kavonic
Head of Energy Research, MST Marquee
Win Rate
100.0%
return
+14.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 19
$247.74
+14.6%
The Iran war has disrupted 80 million tons of LNG supply, and even if the Strait of Hormuz reopens, it will take 3-6 months to normalize flows and 3-5 years to repair permanent damage. Oversupply that was expected in 2026-2027 is now pushed to 2028-2029, and pent-up demand may mean no oversupply at all. LNG prices have remained high since 2022 and will stay at levels that were previously considered high as the new normal.
Oil & Gas
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Saul Kavonic has 1 trade ideas tracked on Buzzberg across 1 tickers since May 2026. Most covered: LNG.
