Iran conflict impact on oil markets (with Amy Morris)

Bob McNally (Rapidan Energy) argues the oil rally is unwarranted, driven by speculation on Iran conflict resolution. He expects a reversal unless a real breakthrough occurs over the weekend. Market is responsive but pricing in a nightmare scenario that may not materialize.

wti

I think it's going to reverse Believes current oil price rally is 'unwarranted' and driven by speculation about Iran conflict resolution, not fundamentals. Expects reversal unless a 'real breakthrough' happens over the weekend.

12 calls

+18

more right than wrong, with meaningful gains

4/16/2026 11:57:34 PM	medium term cautious down	20 days later	+13.07%	-6.54%
3/30/2026 7:24:50 PM	short term sharp up	6 days later	+10.88%	+16.32%
3/14/2026 1:31:57 AM	short term sharp up	7 days later	-5.74%	-8.61%
3/14/2026 12:17:40 AM	medium term up	21 days later	+20.22%	+20.22%
2/26/2026 10:22:25 PM	medium term sharp up	20 days later	+43.45%	+65.17%
1/9/2026 10:29:38 PM	long term up	60 days later	+65.90%	+65.90%
1/2/2026 9:58:07 PM	medium term cautious down	21 days later	+3.96%	-1.98%
10/20/2025 10:01:23 PM	short term cautious down	6 days later	+6.04%	-3.02%
10/20/2025 9:50:44 PM	short term sharp down	6 days later	+6.04%	-9.05%
8/15/2025 10:37:13 PM	short term cautious up	7 days later	+2.18%	+1.09%

Show all 10 wti results

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