| Month | Long | Short | Net | WACOG | MTM P&L |
|---|---|---|---|---|---|
| Jun-26 | 3.2M | -1.6M | 1.6M | $14.12 | +$208K |
| Jul-26 | 4.8M | -3.2M | 1.6M | $13.85 | +$412K |
| Aug-26 | 3.2M | -4.8M | -1.6M | $14.50 | -$128K |
| Total | 11.2M | -9.6M | 1.6M | $14.16 | +$492K |
Sep-26 net position at 92% of $4M limit. Action required.
11 Apr 09:15
Jun/Jul spread widened to $0.30 — above $0.25 threshold
11 Apr 08:42
Al Dafna ETA revised to 18 Jun (+1 day). No commercial impact.
10 Apr 16:30