Amrita Sen argues oil is mispriced due to generalist neglect. Record low US inventories (since 1985) and required restocking imply a floor near $80, not $70. Chinese demand destruction narrative is overblown; product cracks remain high. Short-term weakness from Iranian oil waivers, but back-end curve is too low.
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Amrita Sen 9.0
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Amrita Sen 9.0
6/26/2026 3:04:47 PM
wti
I actually think in the short term, crude should be weak because we have the waivers that have been given. That just allows everything.
| 6/9/2026 6:11:16 PM | short term up | 5 days later | -10.31% | -10.31% |
| 5/27/2026 1:04:14 PM | medium term cautious up | 20 days later | -13.62% | -6.81% |
| 4/12/2026 7:34:52 PM | short term sharp up | 7 days later | -9.56% | -14.34% |
| 4/9/2026 1:24:50 PM | medium term up | 20 days later | +8.80% | +8.80% |
| 3/19/2026 8:09:23 PM | medium term up | 20 days later | -0.46% | -0.46% |
| 1/6/2026 1:09:12 PM | short term cautious down | 5 days later | +6.27% | -3.13% |
| 1/6/2026 2:11:25 AM | medium term cautious down | 20 days later | +11.43% | -5.72% |
| 10/24/2025 3:53:47 PM | short term up | 7 days later | -0.42% | -0.42% |
