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Topic
OPEC+
All Hawk Thorne coverage tagged “OPEC+” newest first.
17 articles
3 August
Commodities
WTI's crude short has nowhere left to run; Brent's long still does
Hawk Thorne Research
27 July
Commodities
The WTI mismatch view breaks on its own test, and Brent's longs keep building into the drop
Hawk Thorne Research
22 July
Commodities
WTI shorts pile in at a 93.6% percentile rank while crude keeps climbing
Hawk Thorne Research
20 July
Commodities
One cease-fire wire erases nine sessions of Iran war premium in crude
Hawk Thorne Research
15 July
Commodities
Crude ignores direct US strikes on Iran, and the tape says why
Hawk Thorne Research
14 July
Commodities
A 1983-low strategic reserve collides with a WTI short that keeps growing
Hawk Thorne Research
13 July
Commodities
WTI's second escalation gain runs into a supply picture that is still net looser
Hawk Thorne Research
13 July
Commodities
WTI's 4.76% jump on Iran strike tests the desk's glut thesis
Hawk Thorne Research
10 July
Commodities
IEA's demand downgrade explains why oil shrugs off Iran war rhetoric
Hawk Thorne Research
9 July
Commodities
WTI's slide to 72.49 shows the market fading Trump's war premium
Hawk Thorne Research
8 July
Commodities
Trump's Iran ceasefire remark jolts WTI, but positioning hasn't turned
Hawk Thorne Research
7 July
Commodities
Washington, not OPEC+, is now the marginal seller keeping crude's glut story intact
Hawk Thorne Research
5 July
Commodities
OPEC+ is adding barrels into a market that just priced out its own war premium
Hawk Thorne Research
3 July
Commodities
Citi's $60 call lands on a market where positioning has already stopped fighting the glut
Hawk Thorne Research
2 July
Commodities
Crude's stock draw to an eight-year low no longer moves the price, and that is the tell
Hawk Thorne Research
2 July
Commodities
The short-covering the desk flagged on 1 July has stalled, and the tape now agrees with the glut story
Hawk Thorne Research
1 July
Commodities
Crude's inventory squeeze is real, but positioning says the market doesn't believe it lasts
Hawk Thorne Research
OPEC+ · Hawk Thorne
