Episode 6: Oil, Yields, and Geopolitics: What’s Driving Crude Now

Daniel Pavilonis, Senior Market Strategist, breaks down the recent spike in WTI crude prices amid rising tensions in the Middle East. He examines how geopolitical risk, inventory drawdowns, and U.S. yield curves are impacting oil markets — and why fair value may be closer to $60, despite recent highs. Is the war premium already priced in? Tune in for a tactical market outlook and key positioning strategies.