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tape livemanual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advicetape livemanual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advice
publisheddirectional thesisSHORTyoutubenot an explicit trade

CL directional thesis

Crude rolls back off its war-spike highs as the Strait reopens and the UAE floods unquota'd barrels into a market with no matching demand, with US shale the first to crack.

$99.91entry snapshot
pendingcurrent snapshot
— pendingsince mention
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.
80:11claim_id mcl_a28d25e0da985a4578open evidence ↗
Classification directional thesis

Human-reviewed public claim.

Evidence span 80:11

Evidence URL, source timestamp, and excerpt are attached to this permanent claim page.

Correction path available

Creators or reviewers can request reclassification, context, or entity corrections without erasing the source record.

Machine-readable claim
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AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.