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Strikes on Iran - Oil Market Outlook and Potential Impact

Updated assessment of Middle East developments and their implications on oil markets and Bison Insights ideas.

Josh Young's avatar
Josh Young
Mar 01, 2026
∙ Paid

In the context of the news this weekend regarding the strikes on Iran, it is timely to update my oil market perspective and thoughts on oil levered stock ideas. I’m hosting a live presentation for all paid Bison Insights subscribers today at 2:00 PM CT here on Substack to discuss the implications for oil markets and the stock ideas I’ve written about, followed by a live Q&A.

To join, please use the link below:

Join Live at 2:00 PM CT

On the call, I’ll provide a brief oil market fundamental backdrop, along with my assessment of weekend developments in the Middle East, which I’ve been following closely, and their implications for oil markets and the several Bison Insights ideas I’ve shared with high oil price leverage.

Most of these companies are overlooked, undervalued names that receive little to no coverage elsewhere. Although these positions have already outperformed, I think there is still significant upside:

Also, there was a 40% off sale running on Bison Insights - I’ve extended the sale through the end of today, which allows you to lock in prices at this level as long as you remain a paid subscriber, and I hope to see you on the call!

40% Off — Ends Tonight

Disclaimer: This is for informational and educational purposes only. This is not an investment offer, solicitation, or recommendation. Please consult an advisor and do your own diligence. Past performance may not repeat itself.

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