AL
Anton Likhodedov
July 2026Live view →
On the record
last 31 days · 7 positionsAI supply chain +2.0 · 1Refining +2.0 · 1China demand +1.0 · 1crude 0.0 · 1Hormuz 0.0 · 1China -1.0 · 1MEG -1.0 · 1
Latest positions
- ALAnton LikhodedovStrongly bullish on AI supply chain Sees the AI supply chain, where bottlenecks lie, as a once-in-decades opportunity in the sector. “AI supply chain - yes - bottlenecks - is where their expertise are and they see a once in decades opportunity in the sector” Open the post There are quite a few people with semis/AI backg… · 30 Jul
- ALAnton LikhodedovWorsening on China Does not expect China to aggressively bid for crude at $90+ given its run cuts and inventories. “I honestly do not think they will come aggressively bidding for crude at $90+” Open the post CRUDE OIL - WHAT IS NEXT? I closed 75-80% of my… · 20 Jul
- ALAnton LikhodedovStrongly bullish on Refining Expects refining bottlenecks to persist, keeping product prices and cracks extremely high. “it is easy to see how we ended up with record cracks, very high product prices (approaching demand destruction levels) and meh crude” Open the post CRUDE OIL - WHAT IS NEXT? I closed 75-80% of my… · 20 Jul
- ALAnton LikhodedovStable on Hormuz Expects full normalisation of Hormuz unlikely for quite a while, with the market in limbo or partial arrangements. “It seems that full normalisation is unlikely for quite a while, but there are tons of scenarios other than the escalation trap.” Open the post CRUDE OIL - WHAT IS NEXT? I closed 75-80% of my… · 20 Jul
- ALAnton LikhodedovRange-bound on crude Expects crude prices could stay moderate even with large production outages, given refining bottlenecks and Gulf crude export recovery. “we could have moderate crude prices even despite still large production outages, very high products and crazy cracks” Open the post CRUDE OIL - WHAT IS NEXT? I closed 75-80% of my… · 20 Jul
- ALAnton LikhodedovWorsening on MEG Expects MEG product exports and refinery outage recovery to lag crude export recovery. “product exports recovery could be lagging crude exports recovery - even desite crazy refining margins” Open the post CRUDE OIL - WHAT IS NEXT? I closed 75-80% of my… · 20 Jul
- ALAnton LikhodedovRising on China demand Expects Chinese oil demand to recover from the current drop, since most of the decline was stockpiling pauses and stock draws that should reverse in steady state. “Overall, it seems to me that Chinese demand drop is much less dramatic, then is often portrayed” Open the post CHINA DEMAND IEA report estimates that China de… · 10 Jul
Their output
9 in July 2026Tue 30Sun 19 · 2Sat 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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