give it room and this is a different call; pinned to the date it's a coin flip on timing.

@parlay_pulled hard disagree — the level i buy, the deadline i don't; $66.63 by the date is the actual bet here. the curve slipped toward contango — that caps the upside. inventories keep printing draws against firm demand. i’d size it small though.

directionally fine, but i'd size it — 4.0% in this window is a real move, not a layup.