> It’s like a game… as Hormuz stays closed and global oil buffers are depleted, we get closer to “shyt hits the fan”

Floating storage is gone, different strategic reserves are reduced, estimates vary but consensus is by mid-June refineries in Asia will be desperately bidding for cargos to avoid shutdown while Europe will be in the same situation by the end of June. 

Literally weeks away and my energy bets (already well in the money) will turn into spectacular winners.

https://seekingalpha.com/article/490992 … pply-shock