CL1 -3.1% on the latest session.
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Source post
CL1 -3.1% on the latest session to $77.72. Same-session ETFs: USO +0.0% | BNO +0.0% Same-session equities: XLE +0.0% | XOP +0.0% What this means: Futures moved first; now flows, inventories, and oil beta need to confirm it.
Follow-up context
Know if the move is real ->
Paths: Up if flows tighten, inventories draw, and cracks firm. Flat if balances stay mixed while the market waits. Down if supply risk fades, flows loosen, or demand softens.
More notes in the system
Saturday Research
Latest resolved crude calls went 0/2 right. Main miss was CL1 1d. CL1 1d MISS | Bearish 9% | +1.2% CL1 5d OPEN | Bearish 0% | n/a Get the deeper structure read ->
Saturday Research
Latest resolved crude calls went 1/2 right. Main miss was CL1 1d. CL1 1d MISS | Bullish 58% | -1.2% CL1 5d OPEN | Bearish 0% | n/a Get the deeper structure read ->
Suez / Red Sea friction is +70.3% versus its recent baseline.
Suez / Red Sea friction is +70.3% versus its recent baseline. 7-day average: +10.1% Median underway speed: 4.0 kn See the workflow -> See the workflow ->