Tweet: 2032065221993382245

Author: @SmallCapScience

Date: Thu Mar 12 12:04:37 +0000 2026

URL: https://x.com/i/status/2032065221993382245

This confirms the thesis I posted a few days ago.

Bessent is short oil futures near term backed by the SPR, all while buying up longterm futures for yield.

Yield = 28M free barrels of oil.

Stats: ❤️ 630 · 🔁 24 · 💬 16