AL
Anton Likhodedov
June 2026Live view →
On the record
last 30 days · 2 positionsLatest positions
- ALAnton LikhodedovHigh risk on Hormuz Sees the geopolitical risk premium around Hormuz as less one-sided than commonly assumed, since China's ability to manage import volumes acts as a shock absorber, though China alone cannot handle a Hormuz closure. “China ability to manage import volumes acts as a shock absorber (which we are seeing now) thereby reducing the premium” Open the post Good article. As I said a few times - despite … · 16 Jun
- ALAnton LikhodedovStrongly bearish on oil Expects global oil inventories to draw at no less than 7-8 mbd, i.e. sees no reason to assume smaller draws. “So I do not see a reason for now to assume that global draws are below 7-8mbd.” Open the post US INVENTORY I am looking at DOE weekly stocks … · 10 Jun
Their output
10 in June 2026Sun 31Mon 8 · 3Wed 1
Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
See what your own voices say about Anton Likhodedov, every morning.
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