𝛼SK or Searchbullish
Oil is NOT rallying on market tightness - it’s rallying on macro risk
SUMMARY
- I actually only have a few words for the current situation.
- Oil is NOT rallying on market tightness - it’s rallying on macro risk.
- This risk premium will disapear eventually - we don’t like to be long a commodity based solely on a in our opinion short term macro risk.
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- Oil is NOT rallying on market tightness - it’s rallying on macro risk03 Mar 2026
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