EDWARD HAYDEN-BRIFFETT
Research Analyst, Flux
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Posts authored by Ed
Hormuz, We Have A Problem
Iran strikes lift risk premium; heavy longs add upside on disruption risk, but correction looms if tensions ease.
16 page report
Super Duper Bulls
US–Iran tension lifts Brent and freight rates; heavy net longs raise rally risk, but downside looms without disruption.
16 page report
Pricing in Risk
Among hedgers, the model expects producers/merchants to be fairly risk off in Brent futures amid an exodus of length....
8 page report
Absolute Ship Show
See all the updates across the barrel, as well as six contracts to watch. ...
6 reports
New (Lunar) Year, New Dubai
Although we see good buying in Q2'26 and Q3'26 Brent/Dubai, flows in the front remain choppy amid an increasingly indecisive market...
Resistance Where Art Thou?
Our Technical Take on the Oil Market...
9 page report
Reversal in the East?
Gasoline cracks edge higher on blending demand; TA arb firms, OI rises, but positioning and E/W signal caution.
14 page report
Brent remains supported above $70/bbl
Key drivers of this market remain ongoing tensions between the US and Iran, alongside the US Supreme Court's decision to strike down....
4 page report
Here We Go Again
M1 Brent above $71/bbl; geopoltiical risk; Stright of Hormuz considerations; crude overhang.
16 page report
A Shorter Week…?
CFTC seen bearish on Brent and gasoil with added shorts, pricing out US-Iran fears; RBOB stays risk-on with heavier buying.
8 page report
Technical Update – Potential Bearish Catalyst in M1 Brent/Dubai
The rising wedge we highlighted at the start of February (white dashed lines on the chart) flipped from support to resistance...
Risk-on, Rinse, Repeat
See all the updates across the barrel and a half dozen contracts to watch in our six reports.
6 reports