JPMorgan Lost Its Iran War Model - and the Tanker Market Knows It
VLCC spot rates hit $1.27M/day as JPMorgan admits it has no baseline for the Iran war exit. Hedge funds buying the dip may be fighting the last war…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
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VLCC spot rates hit $1.27M/day as JPMorgan admits it has no baseline for the Iran war exit. Hedge funds buying the dip may be fighting the last war…
Brent hit $109.51 as StanChart flagged $110+ spikes - but CFTC data shows hedge funds cutting net-long positions. Which signal wins?…
Hedge funds were net bearish for 4 months of the U.S.-Iran war, missing $80 to $96. Now Goldman flags $120. Are funds buying the top? The data says yes…
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