OIL CAN’T RESET YET $USO 🔥

European financial institutions say crude is unlikely to return to pre-conflict levels in the short term as Strait of Hormuz risk and Middle East infrastructure repairs remain unresolved. ING says the ceasefire eased immediate supply panic, but UBS warns shipping delays and route changes can keep energy markets volatile for weeks or months.

Track every headline out of the strait and treat dips as liquidity tests, not clean trend breaks. Let the first wave of sellers exhaust, then watch for whales to reload any supply premium on renewed shipping risk. Energy volatility is the play until routes normalize and repairs turn into real barrels.

My read is that the market is pricing relief too quickly. A ceasefire can cool panic, but it does not instantly restore shipping certainty or lost infrastructure, which is why the downside in crude may stay limited. If the strait stays fragile, the next supply scare can reprice the entire move fast.

Not financial advice. Manage your risk.

#Oil #CrudeOil #EnergyMarkets #Macro #Commodities

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