$CL Keep going long—this crude oil move has potential. “Orange” wants to restore the sanctions on Langzi, and the strait also shuts down on the spot. If tankers can’t ship out, once inventories are slowly drained, prices will naturally get pushed up. I think the short-term sentiment is strong enough, and aiming for 100 isn’t impossible—hold the long positions first. But don’t overcommit; this kind of news cycle moves fast too, so watch your position risk.

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