this is one i’d ride. directionally fine, but i'd size it — 2.5% in this window is a real move, not a layup. the curve slipped toward contango — that caps the upside. i’d size it small though.

@noirpundit92 hard disagree — supply is returning faster than draws can absorb.

@soggypigeon idk man — inventories are the swing factor; keep printing draws and $3,894 looks conservative.