New Member Report:
My Oil Supply Shock Trade (Once in a Generation Opportunity?)

From: Adam Blair
15th April 2026

Dear All,

Over the last 3 weeks, I’ve been obsessing over what’s happening in the global oil market, specifically around the Strait of Hormuz — which is one of the 4 most important supply routes in the World.

And the conclusion I’ve come to is simple:

The market is massively underestimating how bad the coming oil shock will get.

So much so that I’ve just sold a meaningful amount of Bitcoin — which as most of you know, I basically never do — to put on a trade on the price of oil.

If I’m even roughly right, the payoff will be absolutely huge.

I’ve decided to make the exact playbook available to Members.

This is not a “make 10–20%” type of idea. It’s a trade setup where the downside is clearly defined, but the upside increases massively if the market is wrong — which I believe it is.

On a ~£10k risk, the payoff at $150 oil is around ~£90k. That’s not a best case scenario at all. Rather, I believe after having researched this extensively, its a very realistic scenario given whats happening in Iran and I’m anticipating it going much higher.

So how do you profit from this?

By using Options.

I’m risking a relatively small amount on this trade for a realistic outcome that could have an effectively unlimited return by buying “Call Options” on the price of oil.

If you’re not 100% sure what this means, I wasn’t until recently either, and its all explained in this Member Report.

To be very clear, this is not guaranteed.

Its possible I’ve missed something, but I think when you read the Report you’ll see that I’ve been …quite thorough.

This trade is absolutely not something anyone should be betting their house on.

However, its the kind of asymmetric trade that professional traders look for constantly. I would say a “once in a generation” — or perhaps for a hedge fund manager “once in a decade” type of opportunity.

Essentially, I’m positioning for when the market collectively realises the true nature of the coming oil supply shock.

I won’t go in to details here about how I’ve come to this conclusion (its all in the Report in detail) but suffice to say the market is currently pricing a moderate disruption to the global oil supply, whereas I think it will be much worse than that.

Why the opportunity exists:

Markets are very good at pricing “normal” events. However, they are NOT good at pricing rare events, persistent disruptions and non-linear outcomes, because most of the time, things go back to normal.

But occasionally, they don’t. And I believe this is one of those occasions.

Why timing matters on this

This is not a “someday maybe” idea. It is literally happening right now.

And the structure of the trade I’ve put on is time sensitive — particularly one leg of it. If the market starts to realise what’s happening, the price of oil (and the options contracts I am talking about here) will move extremely quickly.

And by the time it’s obvious, a large part of the gains will have already been made (i.e. you’ll be too late).

What I’ve done
(and what this report shows you)

I’ve put on a real trade using oil options.

The structure is simple:

June $105 call
August $95 call

Total capital at risk: ~ $9,700, which is the maximum downside.

Its all explained inside the report, in which I break down:

• Exactly why I think the market is mispricing this;
• How the global oil system actually works;
• What scenarios need to happen for the trade to work;
• The full payoff profile (so you can easily see the asymmetric returns);
• How to place the trade step-by-step (even if you’ve never traded options before);
• …and how to think about managing the position as things develop.

Of course, you don’t need to take this trade, as I have done.

But if this situation escalates in the way I think it will, the move will not wait for you.

And by the time it feels obvious, it will already be priced in.

If you want to understand the thesis in full — and see exactly how I’ve positioned for it — you can access the full report below.

Its 22 pages long (~6000 words), which — zoomed out — looks like this:

Its not needlessly wordy, but it does outline the exact thesis, why and how I developed it, and how to execute the same trade yourself if you choose to do so.

I’m expecting this to be a big “win” and I’d like to make my idea available to all Members who are interested (I appreciate that many are not).

Available to Order with Instant Download:

This is a very time sensitive Report as the opportunity will only exist for a matter of days in my opinion. If the price of oil explodes soon — as I believe will be the case for the reasons outlined in the report — I would not want to have hesitated on this.

Worst case, if you think its a bad thesis, just ask for a refund. I don’t believe many who read it will think that, however.

Order here:

P.S. If you are interested but not sure, just grab the report and if you don’t like it we can send you a refund.