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JG
June Goh
Sparta Commodities
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
'strait or homos' is the tape's rendering of Strait of Hormuz
“I'm not that convinced that we are going to see pre-war levels of flows from strait or homos and the market will soon see that as well, I believe, when we look at the inventory picture for products.”
Her structural diesel-tightness thesis
“I think therefore the demand increase, supply somewhat decreased because of the crude slate marginal changes in production and the refining kit is not keeping up with those changes”
No new construction era despite record margins, she argues
“So I don't think that for refining, we'll see golden years again in terms of building new kits, because at the end of the day, we also need to acknowledge that the world is moving away from fossil fuels. It is a slow decline, it's not immediate”
“I don't think that Iranian barrels will just go away, you'll eventually find a home at the right price.”
Her September window call for the arb closing
“In three months time, do we need WTI in Asia? Probably not because we should have already more flows from the Middle East.”
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