Everyone's watching tankers get released from the Gulf thinking oil supply is back → oil's gonna dump.

Reality check: Brent just ripped +12% in a month.

Short-term supply metrics and shipping capacity can't explain this move anymore.

Tankers moving ≠ oil dumping. If you want $OIL to crater, two major catalysts still haven't landed. Bulls still have conviction here.

Don't fade this until those gates actually open.