🚨Jeff Currie: "I'd argue in my entire career, I have never seen an energy environment this tight." The US SPR sits near a 43-year low, with barely 19 million barrels of cushion above the operating floor Refining margins just hit a record $60+ a barrel,
Full trade details at the link below: members.dandicker.com/mep-trade-alert-7-23-26/ dan@dandicker.com
Full Trade details below
The first trade already worked
Latest MEP trade - CLICK THIS LINK: https://members.dandicker.com/mep-trade-alert-7-20-26/
Trade link below
“Members-only trade note — full entry, sizing and rationale inside.”
A pullback inside a young upcycle, the China supply restart, and whether the multi-year shortage still holds. Deep dive plus supply supplement.
Supply growth, LNG takeaway to 20 Bcf/d, AI power demand — and whether the independents are overproducing again or scaling with discipline.
Members-only trade note - full entry, sizing and rationale inside.
Folks, I want to walk you through how I’m actually building this book, because the specific selections and allocations aren't nearly all there is to it – Of course, one must time entries and exits well, but the overall structure is just as critical. There were three initial
Company structure, debt, the multiple, and where new nuclear actually gets built vs. where it's just a press release.