BNO United States Brent Oil Fund, LP Loading... : Bullish and Bearish Analyst Opinions
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07:30
Sep 04
Sep 04
Russia's oil revenue declines as Urals crude price falls to 59 dollars per barrel.
04:51
Sep 04
Sep 04
Strait of Hormuz commodity vessel transits fell to four on Thursday versus a 10-day average.
Strait of Hormuz commodity vessel transits fell to four on Thursday versus a 10-day average of about 15, indicating reduced shipping activity in a key oil chokepoint.
02:48
Sep 04
Sep 04
Watch oil above $90 as market risk
Crude oil is the key market variable because it links geopolitics to inflation and Fed policy: a 10% oil rise adds 0.15-0.3pp to CPI; sustained $85 oil implies one rate hike, $100-plus implies two, and a move above $90 would shock risk assets.
HIGH
01:51
Sep 04
Sep 04
A fire broke out at an oil depot in Sochi following a Ukrainian drone strike.
A fire broke out at an oil depot in Sochi following a Ukrainian drone strike, according to Russian authorities.
01:45
Sep 04
Sep 04
Chinese refiners are paying record premiums for Russian ESPO crude.
Chinese refiners are paying record premiums for Russian ESPO crude, reflecting tight supply conditions in the Asian oil market.
01:22
Sep 04
Sep 04
Inflation hedge flows favor raw materials
Lee says to view refining as a commodity, and that inflation-hedge flows are rotating into raw materials including gold, silver, copper and oil, with US raw-material stocks strong.
MED
01:15
Sep 04
Sep 04
The news wire provides the latest updates and analysis on the oil market without expressing any.
The news wire provides the latest updates and analysis on the oil market without expressing any directional view.
00:58
Sep 04
Sep 04
Oil prices rise amid elevated concerns over potential supply disruptions as reported.
Oil prices rise amid elevated concerns over potential supply disruptions as reported by the Wall Street Journal.
00:56
Sep 04
Sep 04
Oil falls on unilateral US-Iran end
A unilateral US declaration of victory over Iran would still lower international oil prices because the market would start pricing a messy but real de-escalation from the current Hormuz/Iran war risk premium, even if the resolution is not cleanly negotiated.
MED
23:52
Sep 03
Sep 03
Washington escalates sanctions and military strikes against Iran while seeking to secure Hormuz.
Washington escalates sanctions and military strikes against Iran while seeking to secure Hormuz shipping, raising risks of prolonged conflict and higher oil prices.
23:49
Sep 03
Sep 03
Russia is installing massive anti-drone cage structures over oil storage tanks at a fuel depot.
Russia is installing massive anti-drone cage structures over oil storage tanks at a fuel depot to physically block kamikaze drones as a last line of defense.
23:41
Sep 03
Sep 03
Strait of Hormuz oil flows still constrained.
Oil and product exports through the Strait of Hormuz have increased in recent weeks but remain below prewar levels, while bypass routes through Saudi Arabia and the UAE are still down 40%. New bypass projects will take years, so the Strait remains a critical oil chokepoint.
MED
23:41
Sep 03
Sep 03
US national diesel prices hit a record high of 5.62 dollars per gallon with inventories.
US national diesel prices hit a record high of 5.62 dollars per gallon with inventories at record lows for this time of year amid the Iran War and peak-demand season.
22:03
Sep 03
Sep 03
Oil and gas supported by geopolitical risks.
Middle East uncertainty continues to support crude prices, with Iran/Kuwait missile and drone strikes pushing Brent toward $96. Winter supply risks add pressure: Russia/Ukraine energy infrastructure attacks, constrained Hormuz/Qatar flows, low European natural gas storage, and possible U.S. crude export restrictions could keep energy prices supported.
MED
21:55
Sep 03
Sep 03
Polymarket launched perpetual futures tied to oil.
Polymarket launched perpetual futures tied to oil, competing with Kalshi as trading venues expand into round-the-clock commodity derivatives.
21:46
Sep 03
Sep 03
Long crude, short diesel crack spread
Record diesel crack spreads near $106 have made refining highly profitable, enticing buyers like China to chase crude, so the near-term trade is long crude oil and short the diesel crack spread as oil plays catch-up and the spread corrects.
HIGH
21:16
Sep 03
Sep 03
Supply tightening pushes Brent to $100.
The oil market is tightening: floating crude inventories fell by about 190 million barrels from mid-July, onshore inventories fell another 38 million barrels, Middle East exports remain sharply below the June peak, strategic reserve releases are fading, and Chinese crude imports have stopped freeing up barrels. Morgan Stanley now forecasts Brent to average $100 per barrel in Q4.
HIGH
20:39
Sep 03
Sep 03
Diesel refining margins hit a record $106 per barrel amid a severe global supply shortage.
Diesel refining margins hit a record $106 per barrel amid a severe global supply shortage, with US diesel inventories at their lowest on record for this time of year.
20:26
Sep 03
Sep 03
Author notes gold, foreign developed market stocks.
Author notes gold, foreign developed market stocks, and commodities have outperformed other assets since Inauguration, but provides no directional position or forecast.
20:16
Sep 03
Sep 03
OpenAI releases GPT-6 as an AGI milestone, Nvidia agrees to buy Hugging Face for $13 billion.
OpenAI releases GPT-6 as an AGI milestone, Nvidia agrees to buy Hugging Face for $13 billion, Broadcom's AI chip forecast disappoints, Snowflake surges on raised outlook, while spot gold and WTI oil both gain.
20:05
Sep 03
Sep 03
Oil prices are experiencing a slow, unyielding march higher. Consistent upward price action without extreme volatility suggests strong underlying commodity demand or supply constraints. Ride the steady upward trend in oil. A severe recession (indicated by empty sushi restaurants) could destroy demand.
LOW
20:00
Sep 03
Sep 03
Author expects oil to fall once the Iran saga ends and Trump prioritizes lower prices.
Author expects oil to fall once the Iran saga ends and Trump prioritizes lower prices, which would support a tech recovery but is not a direct position call.
LOW
19:40
Sep 03
Sep 03
GasBuddy analyst Patrick De Haan reports US average diesel prices hit a new record of $5.820.
GasBuddy analyst Patrick De Haan reports US average diesel prices hit a new record of $5.820 per gallon.
19:29
Sep 03
Sep 03
Author discusses potential supply responses for gold versus oil at higher prices.
Author discusses potential supply responses for gold versus oil at higher prices, uncertain on gold supply growth but confident on energy supply expansion.
LOW
19:00
Sep 03
Sep 03
Goldman Sachs highlights a five million barrel per day blind spot in oil markets as dark Hormuz.
Goldman Sachs highlights a five million barrel per day blind spot in oil markets as dark Hormuz tanker transits surge.
18:47
Sep 03
Sep 03
Brent crude futures settled at 95.52 dollars per barrel.
Brent crude futures settled at 95.52 dollars per barrel, down 11 cents or 0.12 percent on the day.
18:47
Sep 03
Sep 03
Brent crude futures settled at 95.52 dollars per barrel.
Brent crude futures settled at 95.52 dollars per barrel, down 11 cents or 0.12 percent on the day.
18:44
Sep 03
Sep 03
Venezuela deal adds oil supply, lowers prices.
Vance says gas prices are high because Iran is attacking commercial shipping in the Strait of Hormuz; US naval protection has kept about 15 million barrels per day flowing and prevented a worldwide energy crisis, but Iran remains disruptive and Vance refuses to promise a return to $3 gas.
HIGH
18:40
Sep 03
Sep 03
Iraq's August oil exports reached 73 million barrels, the highest level during the Iran war.
Iraq's August oil exports reached 73 million barrels, the highest level during the Iran war, generating roughly 4.5 billion dollars in revenue according to SOMO.
18:36
Sep 03
Sep 03
U.S. crude oil futures settled at 91.30 dollars per barrel.
U.S. crude oil futures settled at 91.30 dollars per barrel, up 29 cents or 0.32 percent on the day.
About BNO Analyst Coverage
Buzzberg tracks BNO (United States Brent Oil Fund, LP) across 180 sources. 1601 bullish vs 370 bearish calls from 1022 analysts. Sentiment: predominantly bullish (13%). 9715 total trade ideas tracked. Past 7 days: 88 bullish, 17 bearish, 388 watch. Latest voices: zerohedge, FirstSquawk, Baek Chan-gyu.