Arham Khan
London, UK·Analyst & AI Builder

ArhamKhan.

Reading oil markets. Building with AI.

Scroll
II · READING THE TAPE

Every second there's another tick.

A headline breaks. A rumour spreads. New data drops.

Risks. Catalysts. Positioning. Geopolitics. OPEC. Macro. Everything at once, all day.

So we can act as soon as possible.

Most days that's just another trading Tuesday.

Sometimes it's a war.

Strait of Hormuz
STRAIT OF HORMUZ · SHIPPING LANES
Khamenei
KHAMENEI · KIA FEB 28
Middle East map
AOR · CENTCOM
Netanyahu
NETANYAHU · IDF
Trump rally
POTUS · FEB 27 2026

TRUMP AUTHORIZES 'OPERATION EPIC FURY'

FEB 27 2026 · 20:38 UTC · WHITE HOUSE

US + ISRAEL STRIKE IRAN · KHAMENEI KILLED

FEB 28 2026 · 06:35 UTC · TOMAHAWK + B-2

OPEC+ ADDS 206K B/D FOR APRIL

MAR 01 2026 · V8 · SAUDI · RUS · UAE

QATAR LNG HALTED · RAS TANURA HIT

MAR 02 2026 · IRAN DRONE STRIKES

Natanz strike
NATANZ · UNDER STRIKE
Fordow diagram
FORDOW · PGM TARGET
Trump + Musk press
TRUMP + MUSK · PRESS
Bushehr NPP
BUSHEHR NPP
Pentagon Fordow briefing
PENTAGON · BRIEF
Trump Truth Social post
TRUTH SOCIAL · POST

"I THINK THE WAR IS VERY COMPLETE, PRETTY MUCH"

TRUMP · TRUTH SOCIAL · MAR 8 2026

Abadan refinery
ABADAN · REFINERY
Khamenei portrait
SUPR LDR
B-2 bomber
B-2 SPIRIT · 5000LB
Tomahawk
TLAM · IN FLIGHT
US destroyer
USN · DDG-127
Iron Dome intercept
IRON DOME · INT
IDF F-35
F-35I ADIR · IAF

"NO MORE ATTACKS WILL BE MADE BY ISRAEL"

TRUMP · TRUTH SOCIAL · MAR 22 2026

"THIS WILL BE A DOUBLE SIDED CEASEFIRE!"

TRUMP · TRUTH SOCIAL · APR 5 2026

"WE'LL BE LEAVING VERY SOON"

TRUMP · PRESS · MAR 29 2026

IRAN FM: HORMUZ 'COMPLETELY OPEN'

APR 12 2026 · MFA PRESS

US IMPOSES NAVAL BLOCKADE

APR 13 2026 · DOD PRESS

Kharg oil terminal
KHARG · TERMINAL
Qased launch
QASED · SLV
Rig on fire
RIG · UNDER FIRE
Refinery flare
FLARE STACK · REFINERY
Strategic Petroleum Reserve
SPR · US DOE
Oil storage tanks
STORAGE · TANK FARM
Ballistic missile launch
GT XVII · BALLISTIC
North Sea rig
PLATFORM · N. SEA

"THEY WANT TO MAKE A DEAL"

TRUMP · APR 30 2026 · WAR HIGH

"IRAN CONFLICT WILL END VERY SOON"

TRUMP · TRUTH SOCIAL · MAY 6 2026

Iran missile city
IRN · MSSL CITY
Shahed drone strike
SHAHED-136
USS Truman
CVN-75 · GULF
Oil tanker
VLCC · GULF ROUTE
Damaged tanker
TANKER · DAMAGED
Iranian navy
IRIN · KILO SUB
Trump portrait
45/47 · POTUS
Bloomberg terminal
BBG · CL1 CMDTY
Trump signing
TRUMP · SIGNING
IRGC parade
IRGC · PARADE
Qeshm island satellite
QESHM · SAT
Shahed rendering
SHAHED · RENDER
Iran navy ceremony
IRIN · CEREMONY
Pompeo tanker briefing
POMPEO · TANKER BRIEF

"WE'RE IN THE FINAL STAGES OF IRAN"

TRUMP · PRESS · MAY 17 2026

SPR RESTOCK · $70 BID

MAY 20 2026 · US DOE

"WILL MAKE 'FINAL DETERMINATION' LATER TODAY"

TRUMP · MAY 24 2026 · HE DID NOT

"CANCELLED IRAN STRIKES · [MOU] SIGNING SHORTLY"

TRUMP · TRUTH SOCIAL · JUN 4 2026

VERSAILLES ACCORD SIGNED

JUN 17 2026 · PARIS · TEHRAN

DUAL BLOCKADE LIFTED · HORMUZ REOPENS

JUN 18 2026 · USN · IRIN

"VERY GOOD & PRODUCTIVE CONVERSATIONS WITH IRAN"

TRUMP · TRUTH SOCIAL · MAR 24 2026

US + IRAN AGREE TO CEASE ATTACKS

JUN 28 2026 · PENTAGON

Tehran skyline
TEHRAN · MILAD TWR
Iran political map
IRAN · POLITICAL
Isfahan Uranium Conversion
ISFAHAN · UCF
Qassem Soleimani
SOLEIMANI · JAN '20
Shahed-129
SHAHED-129 · UCAV
Mojtaba Khamenei
MOJTABA · HEIR
Abbas Araghchi
ARAGHCHI · MFA
MB Ghalibaf
GHALIBAF · MAJLIS
Hossein Salami
SALAMI · IRGC CC
CENTCOM HQ
CENTCOM · MACDILL
Natanz satellite view
NATANZ · SAT
Fordow satellite view
FORDOW · SAT
Arak heavy water reactor
ARAK · IR-40
Amirali Hajizadeh
HAJIZADEH · IRGC-AF
Kheibar Shekan
KHEIBAR · MRBM
Suezmax tanker
VLCC · GULF
F-22 Raptor
F-22 · RAPTOR
F-15E Strike Eagle
F-15E · STRIKE
F/A-18 Super Hornet
F/A-18 · SUPER HORNET
Shahed-136
SHAHED · LM
Iran ballistic launch
MRBM · LAUNCH
IRGC Basij
IRGC · BASIJ
Arleigh Burke destroyer
DDG-51 · BURKE
USS Gerald R Ford
CVN-78 · FORD
USS Ronald Reagan
CVN-76 · RGN
USS Nimitz
CVN-68 · NIMITZ
Ticonderoga cruiser
CG · TICO
US amphibious ship
LHA · AMPHIB
Kharg Island satellite
KHARG · SAT
Kharg tankers loading
KHARG · LOAD
Persian Gulf satellite
SAT · PG
Strait of Hormuz satellite
SOH · SAT
Iranian frigate
IRIN · JAMARAN
IRGC speedboats
IRGCN · FAB
IRGC swarm
IRGCN · SWARM
Iranian cruise missile
SOUMAR · CM
Tanker loading
LOAD · CUSTODY

IMC · CRUDE DESK · CASE FILE / 2026-Q2

CLASSIFIED · EYES ONLY · P.1 OF 1

FEB 28 → JUL 05 · WTI CL=F

123 DAYS · +$50 THEN -$50

Case file · Q1–Q2 2026

Reading the Iran War tape.

WTI, February through July 2026. Every vertical line is a moment that moved oil - a strike, a ceasefire, a Trump Truth Social post, an SPR release. Hover a line for what happened.

CL1 CMDTY·WTI CRUDE FUTURE·1H·NYMEX
Jul 6, 12:19 AM UTCO68.52H68.52L68.52C68.52 +0.00 (0.00%)
55.0065.0075.0085.0095.00105.00115.00125.00MARAPRMAYJUNJULFEB 27FEB 28MAR 2MAR 8MAR 8MAR 22MAR 23MAR 29APR 7APR 12APR 13MAY 6MAY 17MAY 24JUN 4JUN 17JUN 28$119.4868.52
StrikeCeasefireTrumpIranBlockadeTalksHormuzSPRSRC: NYMEX CL=F HRLY · Q2 2026 · 520 CANDLES

About

Analysing financial markets and building projects with AI.

I cover crude for IMC Trading. IMC is a high-frequency trading firm, and where I add value is on the market / macro / fundamental side of the desk - helping shape how we position around geopolitics, OPEC, and the drivers behind the price action.

The most recent test has been the 2026 US–Iran war. Record volatility, unprecedented oil supply disruption, headlines and Trump's Truth Social posts flipping the market by the hour. My job was to stay locked in - translate every development into oil impact fast, and keep our book from getting caught out by the back-and-forth of the whole thing.

Before IMC: crude oil trader at Macquarie, pricing WTI/Brent swaps and options for clients. Before that: first-class Economics from LSE, where I scored 98% in Programming for Data Science and 85% in AI.

In the last 8 months I've gone all-in on Claude Code. I use it every day, personal and professional - I've automated parts of my workflow and analysis at work, and shipped two mobile apps with it end-to-end at home: Ameen and PlanIt, roughly 100 users each. You're on another one right now - built the same way, end-to-end.

Selected work

Three projects, all shipped with AI.

All built end-to-end with Claude Code, in evenings and weekends. The two apps have about 100 users each; Terra is an AI-agent experiment whose first run has just wrapped.

shipped

Terra

A town of thirty AI minds from three labs

A persistent village where 10 Claude, 10 GPT and 10 Gemini agents live together. I wanted to investigate how AI agents interact in this kind of environment: whether there are trends in how agents from different labs behave, how they treat others, and how they deal with agents from other labs. We are heading towards a world where agents are heavily involved in day-to-day life, making decisions and interacting with real people and other agents all the time, so I built a place to watch that up close.

The first run has ended for now, but you can still explore every conversation and everything the town produced at terra.arham-khan.com.

I wrote up the findings, the personalities that emerged and the ways the models broke, in this blog post - worth a read if this interests you.

Claude APIGPT APIGemini APIPythonWebSockets
30 agents · first run complete·2026
terra.arham-khan.com
Terra product photograph
Ameen iconshipped

Ameen

A quiet way to share du'as with your family

iOS + Android app for Muslim families to send prayers to each other and keep a verse from a loved one on the home screen. Went from idea to published on the App Store in a month, all built alongside a full-time job.

React NativeExpoiOSAndroidSupabaseTypeScript
Ameen product photograph
PlanIt! iconshipped

PlanIt!

Plan holidays with the people you actually travel with

iOS app that takes holiday planning out of the group chat and puts it in one shared trip: dates, itineraries, trip inspiration, and who is actually going. My first shipped app, built end-to-end with Claude Code.

React NativeExpoiOSFirebaseTypeScript
PlanIt! product photograph

Trajectory

The path so far.

  1. Sep 2024 - Present

    London · work

    Commodity & Macro Research Analyst

    IMC Trading

    • Cover WTI + Brent for a high-frequency oil trading desk, on the macro / fundamental side.
    • Price OPEC, geopolitical and macro events in implied-vol space vs the market, and translate that into positioning calls with the traders.
    • 2026 US–Iran war: stayed locked in through record volatility, translating headline flow into oil impact hour by hour so the book didn't get caught by the back-and-forth.
    • Use Claude Code every day to automate research workflows, build dashboards, and move faster.
  2. Jul 2023 - Aug 2024

    London · work

    Crude Oil Trader

    Macquarie Group

    • Priced and executed live Brent / WTI swap and option structures for clients.
    • Built option risk-reward tools and dashboards for the desk.
    • Managed physical supply-and-offtake relationships with refineries.
  3. 2020 - 2023

    London · education

    BSc Economics - First Class Honours

    London School of Economics

    • 78% average · 17 of 18 first-class marks · first overall.
    • 98% in Programming for Data Science · 85% in Artificial Intelligence.

Skills

Languages

  • Python
  • SQL
  • VBA

Data & Markets

  • NumPy
  • Pandas
  • Options / Vol
  • Positioning

AI Tooling

  • Claude Code
  • Claude API
  • MCP

Product

  • React Native
  • Expo
  • Next.js
  • Supabase
  • Firebase

Markets

  • Crude (WTI / Brent)
  • Macro
  • Geopolitics

Credentials

  • FINRA SIE
  • FINRA Series 57
  • CISI UK Financial Regulation

Get in touch

Working on something in markets, AI, or a bit of both?

I'm always down to chat, whether it's oil, macro, AI, or something you want to build.