Oil moved 12% in 90 minutes yesterday on the Iran strike postponement. The people who knew first made money. The rest read about it on CNN.

The information asymmetry on geopolitical events is the biggest edge in energy markets right now. Yesterday the Trump/Iran strike postponement was on squawk feeds at 11:05:32 GMT. Brent was already moving before most retail traders had seen a headline. I run a concentrated Iran/energy portfolio (LNG, Shell, BAE, Rheinmetall) and built a real-time intelligence feed to track exactly this kind of event across 60+ sources. Happy to discuss the thesis and how information latency affects positioning.