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The World Isn't Prepared for What Just Happened to Oil

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Manage episode 497196293 series 2679639
Content provided by Jeff Snider. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff Snider or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The supply glut was never canceled. Almost everyone and every part of the oil market remains convinced it is happening, the potential weighing on prices and movements even if occasionally geopolitics gains control over short run periods. Important macro updates from Ireland to India further prove why the glut isn't being led by global supply. And if it wasn't enough sharp declines in US usage help clear it up even more.

Eurodollar University's Money & Macro Analysis

******
Eurodollar University's One Big Thing Weekly
https://eurodollaruniversity.substack.com/

Eurodollar University's Anniversary Sale
https://www.eurodollar.university/sale
******

Total Energies Q2 Report
https://totalenergies.com/system/files/documents/totalenergies_2Q25-results-press-release_2025_en.pdf

Bloomberg Oil Caught Between a $70 Summer and Growing Surplus Fears
https://www.bloomberg.com/news/articles/2025-07-27/oil-prices-caught-between-a-70-summer-and-growing-surplus-fears

Bloomberg Ireland’s Economy Just Shrank for the First Time Since 2023
https://www.bloomberg.com/news/articles/2025-07-28/ireland-s-economy-just-shrank-for-the-first-time-since-2023

Bloomberg India Warns of Trade Risks Amid Trump Tariffs, Global Slowdown
https://www.bloomberg.com/news/articles/2025-07-28/india-warns-of-trade-risks-amid-trump-tariffs-global-slowdown

Reuters China's industrial profits fall further in June
https://www.reuters.com/world/china/chinas-industrial-profits-fall-further-june-2025-07-27/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

  continue reading

1181 episodes

Artwork
iconShare
 
Manage episode 497196293 series 2679639
Content provided by Jeff Snider. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff Snider or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The supply glut was never canceled. Almost everyone and every part of the oil market remains convinced it is happening, the potential weighing on prices and movements even if occasionally geopolitics gains control over short run periods. Important macro updates from Ireland to India further prove why the glut isn't being led by global supply. And if it wasn't enough sharp declines in US usage help clear it up even more.

Eurodollar University's Money & Macro Analysis

******
Eurodollar University's One Big Thing Weekly
https://eurodollaruniversity.substack.com/

Eurodollar University's Anniversary Sale
https://www.eurodollar.university/sale
******

Total Energies Q2 Report
https://totalenergies.com/system/files/documents/totalenergies_2Q25-results-press-release_2025_en.pdf

Bloomberg Oil Caught Between a $70 Summer and Growing Surplus Fears
https://www.bloomberg.com/news/articles/2025-07-27/oil-prices-caught-between-a-70-summer-and-growing-surplus-fears

Bloomberg Ireland’s Economy Just Shrank for the First Time Since 2023
https://www.bloomberg.com/news/articles/2025-07-28/ireland-s-economy-just-shrank-for-the-first-time-since-2023

Bloomberg India Warns of Trade Risks Amid Trump Tariffs, Global Slowdown
https://www.bloomberg.com/news/articles/2025-07-28/india-warns-of-trade-risks-amid-trump-tariffs-global-slowdown

Reuters China's industrial profits fall further in June
https://www.reuters.com/world/china/chinas-industrial-profits-fall-further-june-2025-07-27/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

  continue reading

1181 episodes

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