Do we have any substantial change recently? Nothing, just news on the logistic backlogs, which ironically means we consume less fuel on shipping. Well. Speculation never makes sense.
I know inflation is on everyone's mind now-a-days, but oil is still very cheap compared to even 10 years go. Prices have a ways to go up just to get back to non-inflation adjusted numbers from 10 years ago. And adjusted for inflation, $80/bbl is about average for the past 20 years.
https://www.macrotrends.net/1369/crude-oil-price-history-cha...
It's hard to see the era of cheap oil making a sudden comeback in this environment so this speculation doesn't seem unreasonable, though may be a tad overeager since winter is coming.