Supply and Demand Dynamics - The market anticipates OPEC to increase supply, leading to a price slump; the next phase involves bringing approximately 170万桶/天 (1.7 million barrels per day) of oil back into the market [2][3] - Aggressive supply hikes could reveal the true extent of spare capacity, potentially re-pricing the market higher if actual barrels are less than the perceived 400万桶/天 (4 million barrels per day) [4] - Demand appears healthy for the current year but may weaken relative to supply in 2026, signaling a potential concern for OPEC [5] - US crude inventories are low, and the forward price curve remains tight, suggesting reasons for near-term optimism [6] OPEC Strategy and Challenges - OPEC needs to carefully fine-tune supply to avoid oversupplying the market in the coming year [7] - OPEC has been more optimistic about demand than the IEA (International Energy Agency) [4] - The current oil price around $62.5 per barrel is sustained by underlying demand, preventing a drop to levels like $45 per barrel despite increased supply [4] Geopolitical Factors - The Russian oil price cap has not significantly impacted their exports, with Russia still producing 990万桶/天 (9.9 million barrels per day) [7] - Ukrainian military actions against Russian oil refineries, particularly using new cruise missiles, pose a potential threat to Russian oil supply and revenues [9][10] - Continued purchases of Russian oil by countries like India and China persist, despite measures like tariffs [8]

Commodity Market Analysis - Commodity booms are fundamentally driven by structural shifts in demand [1] - Claims suggesting otherwise are often attempts to exploit investors [1]

RT Bloomberg Live (@BloombergLive)Disruption. Demand. Regulation. Risk. What impact do all of these things have on South Asia's economy?These are just a few of the topics that will be discussed amongst leading CEOs at the #BBGAsean Summit on 10/27.Find out more: https://t.co/OdIoWvyQsA https://t.co/8FH7Siugl9 ...

Learn why Giffen goods defy normal demand rules; see how bread and rice demand rise with price in this economic phenomenon. Delve into examples and history here. https://t.co/TANzU4bfmk ...

Not flipping bearish yet on $BTC, we are tagging what should be weekly demand.That said the monthly and weekly close left much to be desired.Bulls need to reclaim $112k asap imo. https://t.co/XfmYogsloj ...

JUST IN: Institutions bought 690,710 BTC this year vs only 109,072 BTC mined. – BitwiseThat’s 6x more demand than supply. 📈 https://t.co/GiFPU7RxBh ...

Keynesian economics = gov’t steps in when demand drops. Spend during recessions, save during booms. A thermostat for the economy.https://t.co/Frf8UbE9Ry https://t.co/cpa0MWGLEK ...

He's got an overweight rating and a $220 price target on Nvidia. Aaron, what's it going to take to get this stock to move up that 6% you think. And how do the the China restrictions and some of the softening of those factor in.>> Yeah, thanks uh John for having me. So, you know, we like the Nvidia story. So, I I think as we look at this, it's all about the durability of demand, the visibility they see going forward.Um obviously the China discussion uh is is front and center given all the news and the and th ...

Market Trends - Corn prices are near a one-month high [1] - A top Chinese government negotiator is heading to the US, potentially increasing demand for American crops if trade talks are successful [1] Trade & Demand - Successful trade talks could lead to increased demand for American crops, specifically corn [1]

All right, let's talk a bit about this. So, we we see what the president's push is against renewable energy. However, you operate on state lands in California. You don't really operate on federal land.So, does this have an impact on your business, at least when it comes to sentiment, >> Frank. No, no impact. We we see ourselves as a different kind of energy company and we do both uh renewable clean energy and traditional oil and gas.Uh we we are the largest producer of oil in California. also the largest pr ...