{"id":665895,"date":"2026-09-10T02:35:00","date_gmt":"2026-09-10T02:35:00","guid":{"rendered":"https:\/\/buglecall.org\/?p=665895"},"modified":"2026-09-10T02:35:00","modified_gmt":"2026-09-10T02:35:00","slug":"morgan-stanley-oil-traders-are-more-precise-with-risk-as-wars-drag-on-2","status":"publish","type":"post","link":"https:\/\/buglecall.org\/?p=665895","title":{"rendered":"Morgan Stanley: Oil Traders Are “More Precise” With Risk As Wars Drag On"},"content":{"rendered":"

Morgan Stanley: Oil Traders Are “More Precise” With Risk As Wars Drag On<\/span><\/p>\n

\n

By Michael Kern of OilPrice.com<\/a><\/em><\/p>\n

Uncertainty about how the wars in Iran and Ukraine will unfold is keeping many traders away from taking positions in longer-dated futures contracts, according to Morgan Stanley.<\/p>\n

\"\"<\/a><\/p>\n

Most traders have now moved to bet on futures prices within a three to six-month period, instead of longer-dated futures contracts, as volatility has spiked and uncertainty has grown regarding where the wars are going and how much they would continue to impact the global oil market.<\/p>\n

\u201cPeople have been more precise with their risk,\u201d Brendan Ross, Co-Head Global Oil Trading at Morgan Stanley, said at the Asia Pacific Petroleum Conference in Singapore on Wednesday, as carried by Bloomberg<\/a>.<\/p>\n

\u201cThey\u2019ve decided what they really want and what\u2019s an unexpected bleed,\u201d Ross added.<\/p>\n

Many traders are ditching too risky bets and are piling up in near-dated futures contracts as they don\u2019t want to be caught on the wrong side of the longer-dated bets amid high uncertainty about the Iran and Ukraine wars, according to the expert.<\/p>\n

This shift into near-dated futures has sapped liquidity in the longer-term contracts, Ross noted.<\/p>\n

Meanwhile, speculators and portfolio managers have recently amassed bets in the fuel markets<\/a> as these have been considerably tighter than the crude oil market. Hedge funds have gone from short on fuels early in the spring to long now, building a net long position of 177 million barrels across the most traded fuel contracts\u2014gasoline and diesel\u2014as of September 1, according to the latest available data from exchanges compiled by energy analyst John Kemp.<\/p>\n

Speculators\u2019 position on fuels is likely to remain strongly bullish in the coming weeks, reflecting the impossibility of replacing lost output from the Middle East and Russia with alternative supply because there is not enough production capacity elsewhere. So, U.S. inventories of diesel and, most notably, gasoline, will continue to draw from an already low point.<\/p>\n<\/div>\n

Tyler Durden<\/a><\/span>
\nWed, 09\/09\/2026 – 22:35<\/span><\/p>","protected":false},"excerpt":{"rendered":"

Morgan Stanley: Oil Traders Are “More Precise” With Risk As Wars Drag On By Michael Kern of OilPrice.com Uncertainty about how the wars in Iran and Ukraine will unfold is keeping many traders away from taking positions in longer-dated futures contracts, according to Morgan Stanley. Most traders have now moved to bet on futures prices… Continue reading Morgan Stanley: Oil Traders Are “More Precise” With Risk As Wars Drag On<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":665888,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rop_custom_images_group":[],"rop_custom_messages_group":[],"rop_publish_now":"initial","rop_publish_now_accounts":[],"rop_publish_now_history":[],"rop_publish_now_status":"pending","footnotes":""},"categories":[18,19,10,21,12,11,9],"tags":[],"class_list":["post-665895","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cancel-culture","category-censorship","category-civil-liberties","category-election-integrity","category-equal-justice","category-free-speech","category-religious-freedom","entry"],"_links":{"self":[{"href":"https:\/\/buglecall.org\/index.php?rest_route=\/wp\/v2\/posts\/665895","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/buglecall.org\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/buglecall.org\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/buglecall.org\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/buglecall.org\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=665895"}],"version-history":[{"count":0,"href":"https:\/\/buglecall.org\/index.php?rest_route=\/wp\/v2\/posts\/665895\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/buglecall.org\/index.php?rest_route=\/wp\/v2\/media\/665888"}],"wp:attachment":[{"href":"https:\/\/buglecall.org\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=665895"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/buglecall.org\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=665895"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/buglecall.org\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=665895"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}