Story · Iran
Blue Tower Asset Management Q2 2026 Letter: Iran War and Energy Market Analysis
Blue Tower Asset Management reported a strong Q2 2026, with net gains of 18.91% (20.84% YTD), driven largely by Enova International's merger with Grasshopper Bank. The letter analyzes the impact of the 2026 Iran War on oil markets, noting that initial disruptions were less severe than expected due to pre-war inventory builds, continued oil flows via Saudi and UAE pipelines, a 'coastal corridor' loophole for Iranian tankers, and China's reduction of imports using its 1.4 billion barrel strategic reserves. However, full-scale fighting resumed after a ceasefire collapsed, and Brent crude rose over 15% in the last week. The fund holds energy stocks like Petrobras and SM Energy as a hedge against extreme oil price spikes above $150/barrel.
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