Avoiding Oil Market Disruption & NVDA's "Extremely Strong Outlook"

Ben McMillan flags recent crude oil volatility driven by tensions around the Iran conflict and describes it as a 'two sides of the coin' dynamic. He says key players are looking for an "offramp" within the next few weeks to avoid any global supply disruption, implying continued short-term price volatility but potential near-term de-escalation.

Analysis

Ben McMillan flags recent crude oil volatility driven by tensions around the Iran conflict and describes it as a 'two sides of the coin' dynamic. He says key players are looking for an "offramp" within the next few weeks to avoid any global supply disruption, implying continued short-term price volatility but potential near-term de-escalation.