Otavio (Tavi) Costa(@TaviCosta):No matter how long you expect the war to last, the chart below doesn’t look like the end of a move. If anything, the setup still appears quite explosive. This marks the beginning of a new regime of structurally higher energy prices, in my view. https://t.co/vvkqTj2S2p

Otavio (Tavi) Costa

@TaviCosta

Founder & CEO of Azuria Capital LLC. Macro thinker, history student, value-oriented investor. Native of Sao Paulo, Brazil 🇧🇷 E-mail: tavi@azuriacapital.com

Joined June 2014

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Otavio (Tavi) Costa@TaviCosta

2026.04.21 23:10

No matter how long you expect the war to last, the chart below doesn’t look like the end of a move. If anything, the setup still appears quite explosive. This marks the beginning of a new regime of structurally higher energy prices, in my view.