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Sunday, June 21, 2026

Oil Glut Bets Are Back in Play as Crude Sinks After US-Iran Deal

 


A slew of all-but-forgotten niche option positions betting on an oil glut are coming back into play as crude futures slump following a peace deal between the US and Iran.

Before the US attacked Iran, some traders had bet that a surplus of crude oil would pull near-term prices below later futures, a market structure known as contango. After the attack, however, prompt prices soared on concern about supply shortages. In late April, August West Texas Intermediate crude futures briefly surged above $5 a barrel over the September contract, which in turn was $4 above October.

https://www.bloomberg.com/news/articles/2026-06-21/oil-glut-bets-are-back-in-play-as-crude-sinks-after-us-iran-deal

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