Jul. 21 at 3:08 AM
$BATL,
$SKYQ
IEveryone is watching the daily WTI price. I’m watching the fundamentals.
✅ Multiple refinery and energy infrastructure attacks across the Middle East and Russia
✅ Export terminals and ports disrupted
✅ Shipping routes facing elevated risk
✅ U.S. Strategic Petroleum Reserve remains near multi-decade lows
✅ Diesel and gasoline markets are signaling tighter supply than crude futures
Markets are still pricing this as a temporary disruption. If outages persist or exports fall further, crude could reprice quickly.
The biggest moves in oil often happen after the market realizes supply losses are lasting—not while everyone is debating the headlines.
I’m staying focused on the fundamentals, not the daily noise.
Do your own DD.
