Fergus Cullen Predictions

Full-time Trader, Author of Trader Ferg Substack

Track Fergus Cullen's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.

9 forecasts 9 pending
  • Rankings only reflect predictions tracked on this site and do not represent a predictor's full record.
  • Grading involves judgment and may not always be clear-cut.
  • Submit corrections
9 forecasts
Person Subject Forecast* Source Date Deadline** Outcome
Fergus Cullen Energy Sector Oil services companies' order books will continue to fill and the sector will outperform due to structural derisking of energy supply chains regardless of the Iran war outcome
See quote
[4:55] the bullish outlook for them is almost baked in the cake at the moment. You've got um, everyone's going to try and derisk the straight now, the straight moving forward. So, they're going to um their back their order books are going to continue to fill that way

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Palisade Radio 2026-06-23 2027-06-22 pending
Fergus Cullen Shell Shell stock has been oversold and will appreciate significantly through at least December 2030, driven by LNG portfolio performance, trading arm profits, and share buybacks
See quote
[11:49] I'm buying Shell um really longdated options. So I'm going right out to um December 2030 cuz the volatility is very cheap. You get big talk to Brent. You get the trading arm as I mentioned before and you get the the um LG sort of portfolio portfolio and that's um obviously doing very well now with elevated LG prices. And so um I I really like that play here. I think um I think the selloff's been overdone.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Palisade Radio 2026-06-23 2030-12-31 pending
Fergus Cullen Oil Oil will see a significant rebound over the coming weeks from current depressed sentiment levels
See quote
[18:06] I'd expect um over the coming weeks quite a significant rebound was my kind of base case

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Palisade Radio 2026-06-23 2026-08-22 pending
Fergus Cullen Energy Sector Energy prices will become more disorderly and move higher in the near term due to tight supply conditions
See quote
[26:59] I'd be surprised if we didn't see more disorderly sort of energy prices moving forward to me. It yeah, looks very tight moving forward.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Palisade Radio 2026-06-23 2026-12-31 pending
Fergus Cullen Thermal Coal Newcastle thermal coal prices will hold up and climb higher through the Asian cooling season and into northern hemisphere heating season
See quote
[36:27] all things equal, we're going to see prices hold up and climb higher and that'll drag um that will drag Newcastle with it. Um Drag sort of higher TTF, higher JKM, and so that should feed through to Shell's earnings. That should feed through to a lot of the the pure play sort of thermal coals

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Palisade Radio 2026-06-23 2026-12-31 pending
Fergus Cullen Gold Gold will trade sideways for a period after flushing out speculative buyers before beginning its next leg up
See quote
[42:19] once they're sort of flushed out the system then it'll trade sideways for a while and then it'll start the next leg up and somewhere in there is kind of the nice buying opportunity

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Palisade Radio 2026-06-23 2027-12-31 pending
Fergus Cullen Gold Miners Gold junior miners are undervalued and will appreciate significantly over the long term
See quote
[42:33] I still own a basket of gold um juniors that I've had um for sort of a two years or something and just sit on it. I think they're great value and I'm not really too bothered that they've pulled back. I want to hold it for the longer term.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Palisade Radio 2026-06-23 2028-06-22 pending
Fergus Cullen Emerging Markets Emerging market exchange operators will perform very well over the next decade as the US dollar weakens and global capital redistributes
See quote
[3:05] I think a lot of the sort of emerging market exchanges are going to do very well for the next decade.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Palisade Radio 2026-06-23 2036-06-22 pending
Fergus Cullen Solar Sector Solar, nuclear, batteries, and hybrids will be strongly bullish as the global energy crisis drives a resiliency premium and policy shift away from net-zero frameworks
See quote
[32:30] I I believe we'll see a lot more of I think it's super bullish for solar, um, nuclear, um, batteries. It's another one. Hybrids.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Palisade Radio 2026-06-23 2029-06-22 pending