Investors / stance tracking
What Dr Anas Alhajji is saying
FollowFollowingUnfollowManaging Partner, Energy Outlook Advisors
5 dated public stances tracked since 2026-07-16, most recently 2026-10-22. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Dr Anas Alhajji's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Dr Anas Alhajji is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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5
tracked stances
5
themes
0
side flips
2026-10-22
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| COAL COMPANIES | 1 | 1 bullish | 2026-07-16 | |
| COAL PRODUCERS | 1 | 1 bullish | 2026-07-16 | |
| DIESEL CRACK SPREADS | 1 | 1 bullish | 2026-10-22 | |
| LNG | 1 | 1 bullish | 2026-07-16 | |
| SUGAR | 1 | 1 bullish | 2026-10-22 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-22
DIESEL CRACK SPREADS
bullish
Macro Voices · video
Simultaneous destruction of refining capacity across Russia, Saudi Arabia, and the Gulf — with a 10-year timeline to build replacement refineries — has created a structural, multi-year diesel shortage that will persist regardless of crude supply; only 25–35%…
“that diesel crisis is going to stay with us for a while”
MacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and France
2026-10-22
SUGAR
bullish
Macro Voices · video
El Nino has caused India's worst sugar cane crop in 11 years; when sugar prices rise, Brazil — the world's largest ethanol producer — diverts cane from ethanol to sugar, tightening sugar supply further and pushing fuel prices higher through mandated ethanol…
“we do have a global sugar crisis simply because of El Nino”
MacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and France
Post-Hormuz energy security shock is driving governments to nationalize energy sourcing under a national-security framing, while AI/data center power demand adds a structural demand leg; Qatar LNG capacity was damaged, directly benefiting US LNG exporters who…
“I am very big on LNG names”
MacroVoices #541 Dr. Anas Alhajji: Bab el-Mandeb: The Next Oil Chokepoint Nobody's Watching
Said again: 2026-07-16 (Macro Voices)
2026-07-16
COAL PRODUCERS
bullish
Macro Voices · video
Governments will repackage energy subsidies under a national-security mandate following the Hormuz shock, benefiting domestic energy sources including coal, which is cheap and domestically available in most consuming countries that were disrupted
“coal companies basically are going to do extremely well”
MacroVoices #541 Dr. Anas Alhajji: Bab el-Mandeb: The Next Oil Chokepoint Nobody's Watching
2026-07-16
COAL COMPANIES
bullish
Macro Voices · video
Energy security framing will allow governments to justify heavy subsidies for domestic energy sources including coal under national security mandates, benefiting coal producers in major consuming nations that were most exposed to the Hormuz disruption.
“coal companies basically are going to do extremely well because linking those sources to energy security is going to benefit all the sources”
MacroVoices #541 Dr. Anas Alhajji: Bab el-Mandeb: The Next Oil Chokepoint Nobody's Watching
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