Brent price
Robert McNally argued that the Hormuz disruption has lasted longer than his group modelled and that oil markets remain affected by optimism bias, despite the scale of the disruption 1. Rory Johnston said Brent would need a sustained fall in US weekly crude stocks before the market could move durably higher, because a price-inventory model currently suggests oil is fairly valued or potentially overpriced 1. Jeffrey Currie disputed the interpretation of headline Brent, arguing that investable rolled futures products show a sharp upward trend and that the shortage is visible in the futures curve rather than spot pricing 2.
Where the voices land
Nobody took a position in may 2026.
Mentions
2 in May 2026Stories it travels in
i
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.
Who brings it up
- Jeffrey Currie ++ 1 mention
- Rory Johnston 1 mention
- Robert McNally 1 mention
See what your own voices say about Brent price, every morning.
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