Mykhaylo Matkovskyy

issue Brent at $87. The Reopening Is the Bearish Catalyst, Not the Relief Rally. Brent fell to a three month low with Hormuz still shut. The reopening everyone fears is the bearish catalyst, not the relief rally. Jun 15, 2026 → Issue 04 The Strait Is Shut. Beijing Is Why Oil Still Cannot Break $100. Europe's energy bill is now hostage to Chinese demand, not Gulf supply. Jun 8, 2026 → Issue 03 The Market Priced a Deal. Trump Did Not Sign It. Brent at $92 prices the best case. The best case has not happened. Jun 1, 2026 → Issue 02 Oil Is Near $104. The Demand to Justify It Is Already Gone. The supply shock has a shorter shelf life. Demand was already falling before Hormuz reopens. May 25, 2026 → Issue 01 The Deficit Outlasts Any Deal Depleted inventories mean high prices outlast any ceasefire. The math does not forgive. May 18, 2026 →