Inner Loop Intelligence
All Themes
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All Sources
Slack: C09VCM0PX5H/ts:1771600697.2426
Author: Mark Tetreault
Date: 2026-04-07
Type: slack
Evidence: 2
Themes: 2
energy-sector-structural-positioning
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[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
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[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