CL

“Oil looks really good to go higher. Market doesn't care... We're looking at over 10 million barrels a day crude still offline.”

“What's the trade for UAE leaving OPEC? I think short-term bearish oil. Long-term deep uncertainty in the oil markets as to, uh, like hierarchy is gonna be shaken up.”

“you could just stay long or stay cash and bullish and stay away from the oil longs. And that's where I land. I'm not touching them. I have absolutely zero reason to touch an oil long.”

“I'm still on fade war until further notice, but this is not ideal.”

“First and foremost, crude oil, $87, the lowest it's been since early April. Brent oil, $91 a barrel, the lowest it's been since early April. Everything energy sort of off a cliff.”

“I think oil bulls have completely lost their fucking minds... There is a bull market in basically every sector of the world and you're trading meme coins and longing oil.”

“I have firsthand account information to tell me that the barnacle fear is real. So yeah, I'm long. Is anyone brave enough to be long oil, the god's nectar, right about now?”

“oil is back on the menu, ladies and gentlemen. Crude $96.30 a barrel, Brent $96.90. A barrel... Crude's up 3%, Brent is up like 2.5%”

“by longing oil, you're longing an asset that almost every country on earth is incentivized to see trade lower. And that is how you lose your stack.”

“the 72-hour war has officially crossed 100 days... it's probably more susceptible to go if they let it go. And I don't know, just an observation, mainly gut feel, no real math, that he has a tight leash on the oil market right now.”

“I continue to think the longer this goes on, the more likely we are to hit a curl pop on the oil trade. I just, I'm not gonna be there to do it.”

“I got bearish at those spots, right? He threatened to nuke Cargill Island and I was a bear. But you kind of only really have one option, which I think is to be a local bull when that happens the next time, because it's so extreme and loud and just outta character that the only really direction you can go is to fade it.”

“Stocks moonshot, oil doomshot. And God, I almost— I feel for the oil longers because I always felt like they were going to— I always felt like their day was going to come, and it's looking less and less and less likely.”

“Sure. So that's going to be the interesting— that's going to be interesting thing. The other interesting thing is, so if UAE stays out, here's one, if they stay out, they're going to increase production. Let's say on some timetable this Hormuz thing gets resolved, then it's plausible in the next few years at some point you'll have a supply cause you'll have added 1.5 million barrels a day on top of everything else, and you won't have a corresponding increase in demand, and you won't have some other decrease in supply.”

“the Strait of Hormuz as an economic choke point has to open back up in order for commerce to work. But we're sitting here today, the straits functionally closed”

“I think a very poor performing asset will be hydrocarbons. I just think that the trend in oil is inexorable and it's down... does it see $65 or $45 and I would say on a per barrel basis and I think it's more likely to see 45 than 65.”

“takes a minute to get the fuel prices down, takes a minute for tariff revenues and things like that. I think Trump's fiscal stuff is going to kick in uh, in the new year”

“President Trump was asked about the war and he said the war would be over very soon. What did the market do? The market literally took oil from 120 a barrel to 90 a barrel almost in a nanosecond... there is no path to a sustained conflict.”

“Israel and our nation did the heavy leaving— excuse me, the heavy work to destroy the Iranian military apparatus. You know, now, why not— wouldn't you not, you know, help us to reopen the Straits? Because you consume oil.”

“Obviously, this war has spiked gas prices up today about $4.15, $4.16 here in Pennsylvania, similar across the country. Probably years before those gas prices come down, even if the war, you know, hopefully ends, you know, very, very soon.”

“you referenced inflation is soaring. Well, just recently, that's primarily driven by energy prices right now. Now, why are those energy prices high? Well, because the president decided to hold Iran accountable.”

“China has been smoothing the energy consumption globally, worldwide. And so we've kind of kept a damper on $200 a barrel oil. In fact, we're sub-$100.”