i doubt this one. give it room and this is a different call; pinned to the date it's a coin flip on timing. producer/OPEC+ discipline is keeping supply off the market. screenshot it either way.

this ages badly imo — inventories are building against soft demand.

@maxi_3168 nah — the curve slipped toward contango — that caps the upside. a firmer dollar is a direct headwind the chart ignores. the seasonal demand window is just opening. but i’m not married to it.