Amena Bakr

Latest positions

• ABAmena BakrStrongly bullish on Brent Bakr expects Brent to keep climbing toward $100 a barrel. “Brent reaching for 100… why? Because despite flows recovering the risk is still high” Open the post Brent reaching for 100… why? Because despite flo… · 1 Oct
• ABAmena BakrRisk rising sharply on Iran Bakr sees the risk from Iran as still high and unresolved, with US/Iran talks going nowhere. “the risk is still high, the is far from over and the US/Iran talks aren’t going anywhere” Open the post Brent reaching for 100… why? Because despite flo… · 1 Oct
• ABAmena BakrRisk rising sharply on Energy infrastructure Bakr says all energy infrastructure will remain exposed to high risk. “All energy infrastructure will remain exposed to this high risk” Open the post Evidence that the blockade on Iranian oil export… · 20 Sept
• ABAmena BakrRisk rising sharply on EW pipeline Bakr says the EW pipeline was targeted, showing it is exposed to high risk. “Evidence that the blockade on Iranian oil exports is working is the fact that the EW pipeline was targeted.” Open the post Evidence that the blockade on Iranian oil export… · 20 Sept
• ABAmena BakrBearish on oil The oil price drop reflects traders de-risking rather than a genuine all-clear, with the market repricing toward partial recovery. “Today’s oil price drop is a move by traders to de-risk, not an all-clear.” Open the post Today’s oil price drop is a move by traders to d… · 16 Sept
• ABAmena BakrBullish on Saudi Arabian Oil Company Bakr expects Aramco to be able to restore flows to normal levels after the East-West Pipeline attack. “Don’t underestimate Aramco’s ability to restore flows to normal levels following the attack on the East-West Pipeline.” Open the post Don’t underestimate Aramco’s ability to restore … · 16 Sept
• ABAmena BakrFor on Hormuz Bakr says more must be done to restore flows through Hormuz. “More needs to be done to restore flows via Hormuz and Bab el Mandeb.” Open the post Don’t underestimate Aramco’s ability to restore … · 16 Sept
• ABAmena BakrFor on Bab el Mandeb Bakr says more must be done to restore flows through Bab el Mandeb. “More needs to be done to restore flows via Hormuz and Bab el Mandeb.” Open the post Don’t underestimate Aramco’s ability to restore … · 16 Sept
• ABAmena BakrRisk rising sharply on Energy infrastructure Bakr says the exposure of energy infrastructure means the risk of even more supply disruption. “the exposure of energy infrastructure only means the risk of even more supply” Open the post Leaving Singapore after a very busy week… consen… · 11 Sept