Slack: C09VCM0PX5H/ts:1771600697.2426

Author: Mark Tetreault Date: 2026-04-07 Type: slack Evidence: 2 Themes: 2

energy-sector-structural-positioning

💬 [E2102] Military buildup in Middle East is possible presage to Iranian incursion. Options on crude futures make sense with 3 weeks out - binary outcome, small size.
commentary · 2026-04-07

iran-hormuz-cascading-supply-shock

🟢 [E2114] Closed DHT shipping trade for 3.6X gain. The trade wins if there is stress in Persian Gulf but crucially if the strait stays open.
supporting · 2026-04-07