What top creators are saying about Crude Oil(CL=F)

An energy commodity.

132 AI-extracted insights from 31 sources — podcasts, YouTube channels, and X/Twitter accounts.

Creator sentiment — last 30 days

Based on 11 scored insights about Crude Oil.

Mixed
avg -0.12
4 bullish0 neutral7 bearish
Investment Summary
Updated 8 hours ago
Summary of insights about Crude Oil in the last 30 days

The Take

Sentiment on Crude Oil (CL=F) is mixed to bearish (6 of 11 sources bearish), as the market weighs a potential peace deal in the Middle East against ongoing supply disruptions. While geopolitical instability initially pushed prices toward $95, a possible reopening of the Strait of Hormuz is expected to release an 'ocean of oil' and collapse the risk premium.

Bull Case

  • Supply Disruptions: Continued closure and instability in the Strait of Hormuz create significant supply shocks and risk premiums (per The New York Times, Vox Media).
  • Inventory Lag: Global oil inventories are expected to take over a year to recover from recent geopolitical conflicts and supply chain breaks (per Al Jazeera English).
  • Iranian Sanctions: Potential price spikes remain likely if U.S. strikes continue or if sanctions on Iranian exports are tightened (per Vox Media).

Bear Case

  • Peace Dividend: A successful ceasefire and the reopening of the Strait of Hormuz would likely lead to an immediate drop in prices (per The New York Times, WSJ).
  • Market Oversupply: The return of Iranian supply and an 'ocean of oil' hitting the market could drive prices down and lower global CPI (per Blockworks, Real Vision).
  • Macro Headwinds: High oil prices at $95 are creating market chaos and acting as a headwind for risk assets like crypto (per amitisinvesting, The Rollup).

Catalysts & Targets

  • $95: Recent price peak causing market pressure
  • 60-day ceasefire: Potential timeline for price cooling
  • 2027: Expected date for gasoline prices to normalize

AI-generated summary. Not investment advice. Learn more.

Top creators covering Crude Oil (CL=F)

The 6 sources with the most insights about Crude Oil on Kazuha.

Latest insights about Crude Oil (CL=F)

AI-generated insights from podcasts, YouTube videos, and X posts — ordered by most recent.

Yesterday

Bullish
Target: N/A

Potential price spikes due to geopolitical volatility in the Strait of Hormuz and Iranian sanctions.

Bearish

A successful termination of military operations and the reopening of the Strait of Hormuz would likely lower the risk premium and lead to a peace dividend in energy markets.

Friday, June 19, 2026

Very Bearish
Target: Downward pressure

Immediate drop in prices expected as the reopening of the Strait of Hormuz and the end of the U.S. blockade allows Iranian supply to return to the market.

Wednesday, June 17, 2026

Very Bearish

Extremely bearish due to an 'ocean of oil' hitting the market, which is expected to drive down global CPI.

1000x
Are Rate Cuts Dead?
1000xPodcast6 days ago

Tuesday, June 16, 2026

Very Bullish
Target: N/A

Global oil inventories expected to take over a year to recover from supply disruptions and geopolitical conflict.

Monday, June 15, 2026

Very Bearish
Target: Lower prices

The 60-day ceasefire and reopening of the Strait of Hormuz are expected to lower oil prices by reducing the geopolitical risk premium and increasing supply.

Wednesday, June 3, 2026

Bearish
Target: $95

Prices reaching $95 are adding pressure to the broader market.

Saturday, May 30, 2026

Bearish

Currently inversely correlated with crypto assets; high oil prices are viewed as a headwind for a crypto rally.

Friday, May 29, 2026

Very Bullish

Closure of the Strait of Hormuz creates a significant supply shock and risk premium for oil prices.

Tuesday, May 26, 2026

Very Bullish
Target: $4.50 gasoline

Geopolitical instability in the Strait of Hormuz suggests potential upside for oil prices due to supply disruption risks.

Monday, May 25, 2026

Very Bearish
Target: Oversupplied within six months

Oil prices are expected to drop significantly if a peace deal regarding the Strait of Hormuz is confirmed, potentially leading to an oversupplied market.

Wednesday, May 20, 2026

Very Bullish
Target: $200/barrel

Potential for a massive price spike if the Strait of Hormuz is closed or operational tank bottoms are hit by September.

Tuesday, May 19, 2026

Bullish
Target: None

Prices are rising but currently being ignored by the broader equity market

Monday, May 18, 2026

Bullish

Prices are moving up following geopolitical tensions involving Iran.

Wednesday, May 13, 2026

Bearish

Prices are under downward pressure due to OPEC quota cheating and record U.S. production, though geopolitical risks in the Strait of Hormuz keep prices sticky.

Bearish
Target: None

Prices are at their highest levels since 2022 amidst rising inflation concerns.

Monday, May 11, 2026

Bullish
Target: $70-$80

Oil may stabilize in the $70-$80 range; long-term fundamentals remain strong despite short-term pullbacks.

Thursday, May 7, 2026

Bearish
Target: $250

High volatility expected due to geopolitical instability and Iranian protocols in the Strait of Hormuz, though price remains below targets.

Very Bullish
Target: None

Prices have spiked due to geopolitical tensions involving U.S. military action and Iranian attacks.

Monday, May 4, 2026

Very Bullish
Target: None mentioned

Geopolitical tensions and blockades in the Strait of Hormuz create a supply shortfall risk and provide a price floor.

Sunday, May 3, 2026

Bearish
Target: $100

Prices remaining over $100 contributes to bearish concerns regarding market stability.

Thursday, April 30, 2026

Very Bearish
Target: Lower long-term prices

The breakup of the OPEC cartel and UAE's potential exit are expected to lead to increased competition and lower oil prices over the long term.

Very Bearish
Target: None mentioned

UAE's exit from OPEC and potential departures of Kazakhstan and Venezuela suggest a release of spare capacity and a decline in pricing control, leading to increased supply and downward pressure.

Tuesday, April 21, 2026

Bullish

Bombing of industrial centers and nuclear facilities in a key OPEC nation suggests significant upside risk to prices due to supply disruption concerns.

Monday, April 20, 2026

Bullish
Target: Not specified

Tensions in the Strait of Hormuz and potential naval blockades involving Iran are likely to drive volatility and upward pressure on prices.

Saturday, April 18, 2026

Bearish

Prices are highly sensitive to political rhetoric and social media, facing risks of manipulation and increased regulatory scrutiny from the SEC.

Friday, April 17, 2026

Bearish

A 10-day ceasefire in Lebanon decreases the geopolitical risk premium, likely leading to a short-term cooling of oil prices.

Thursday, April 16, 2026

Bullish
Target: N/A

Potential for significant volatility and long-term supply constraints due to targeted strikes on Iranian energy infrastructure and naval blockades.

Tuesday, April 14, 2026

Bullish

Short-term volatility and potential price spikes due to threats in the Strait of Hormuz and vulnerability of Iranian oil infrastructure like Karg Island.

Very Bullish
Target: highest point in the coming weeks

Forecasted price increases due to supply disruptions in the Strait of Hormuz

Monday, April 13, 2026

Bearish

Described as 'untradable' as the market is no longer reacting to geopolitical escalations or war news.

Very Bullish
Target: $103

Oil is the most responsive asset to the conflict, benefiting from US energy strategy and geopolitical leverage over the Strait of Hormuz.

Crypto Banter
IT'S OVER.
Crypto BanterPodcast71 days ago
Very Bullish
Target: N/A

Naval blockade in the Strait of Hormuz represents a significant threat to energy stability, likely leading to price spikes and high volatility.

Very Bearish
Target: $100

Short-term volatility due to Strait of Hormuz tensions, but long-term bearish outlook due to demand destruction and an expected supply glut in 12-18 months.

Bearish
Target: $100

Short-term volatility and price spikes above $100 are seen as unsustainable; long-term outlook is bearish due to demand destruction and an expected supply glut in 12-18 months.

Very Bearish
Target: Significantly lower

Anticipated price decrease if a deal is reached for Iran to end uranium enrichment in exchange for sanctions relief.

Bullish
Target: N/A

Geopolitical tension with Iran historically leads to upward fluctuations in oil prices.

Very Bullish
Target: Above $5.00 gas equivalent

Supply chain risks at the Strait of Hormuz and failed negotiations are expected to drive crude prices higher.

Sunday, April 12, 2026

Very Bearish
Target: $85

Geopolitical negotiations and potential sanctions relief could drive prices down to the mid-80s.

amit
https://t.co/zlHbScjKKA
amitTwitter72 days ago

Friday, April 10, 2026

Very Bullish
Target: $6-$7 gas prices

Geopolitical instability in the Strait of Hormuz and potential shipping disruptions create significant upward price pressure and volatility.

Very Bullish
Target: None

Serves as a geopolitical hedge during periods of war and supply chain instability.

Thursday, April 9, 2026

Very Bullish
Target: Price spikes expected

Supply disruptions in the Strait of Hormuz and geopolitical leverage by Iran are putting upward pressure on global oil prices.

Bearish
Target: $96/barrel

Prices fell 17% on ceasefire news but remain high due to supply chain risks in the Strait of Hormuz and potential for supply-driven inflation shocks.

Wednesday, April 8, 2026

Very Bullish
Target: N/A

Bullish outlook due to supply chain disruptions in the Strait of Hormuz and Iran's new toll model, which are expected to keep prices high through the summer.

Bullish
Target: $110

Prices fell to $90 on ceasefire news but are expected to 'rubber-band' back to $110 if geopolitical tensions in the Strait of Hormuz resume.

Bullish
Target: $100

Price drop to $94 is sentiment-driven; risk of returning to $100+ remains higher than dropping below $80.

Bullish
Target: $115

Expected to continue a 'grind higher' toward $115, acting as a primary driver of inflation concerns.

Tuesday, April 7, 2026

Very Bullish

Threats to the Strait of Hormuz and potential attacks on Iranian oil infrastructure like Karg Island lead to sharp price spikes.

Very Bullish
Target: $128

Testing resistance for the fourth time; breakout could lead to $128 or even $200 amid geopolitical tensions.

Monday, April 6, 2026

Very Bearish
Target: $100/barrel

Analysts believe oil is close to peaking as supply pressures ease through bilateral deals and bypasses of the Strait of Hormuz.

Discussed alongside Crude Oil (CL=F)

Other assets that creators frequently mention in the same content as Crude Oil.

Frequently asked

Are top creators bullish or bearish on Crude Oil (CL=F) right now?

Mostly bearish. In the last 30 days, 4 insights were bullish, 7 bearish, and 0 neutral about Crude Oil (CL=F) across 31 financial sources indexed on Kazuha.

Which podcasters and creators cover Crude Oil (CL=F) the most?

The most active sources covering Crude Oil (CL=F) on Kazuha are @theprofgpod, @notthreadguy, amitisinvesting, Vox Media Podcast Network, The New York Times. Kazuha aggregates AI-extracted insights from podcasts, YouTube channels, and X/Twitter accounts.

How many insights about Crude Oil (CL=F) are on Kazuha?

Kazuha has indexed 132 AI-extracted insights about Crude Oil (CL=F) from 31 different sources. New insights are added whenever a covered creator publishes a new podcast episode, video, or post.

What other assets do creators discuss alongside Crude Oil (CL=F)?

Creators covering Crude Oil (CL=F) most frequently also discuss BTC, LMT, NVDA, RTX, ETH. See the "Discussed alongside" section above for full asset pages.