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Oil Shorts $920M Surge, Prices Sink 12%

5/9/2026

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Story summary
  • A surge of about $920 million in crude-oil short contracts was placed just before an Axios story on a U.S.–Iran peace effort.
  • U.S. officials said memorandum of understanding to end the Iran war is near, prompting oil prices to fall more than 12 %.
  • Brent fell to $101.93 and WTI to $95.06, giving traders about $125 million in gains and prompting the Kobeissi Letter to note $950 million and $760 million bets, suggesting a pattern.