OPEC+ Strategy & Rationale - OPEC+ brought back 137,000 barrels a day to the market as expected but decided to hold off on further increases for the first three months of next year [1] - OPEC's rationale is based on monitoring the market and digesting customer demand [2] - The decision to hold off on further increases may be influenced by Russia's production capabilities due to sanctions on Rosneft and Lukoil [3][4] Market Dynamics & Oversupply Concerns - The market is moving towards an oversupplied state, despite OPEC+ increasing output since earlier this year [5] - Chinese buying, which previously helped absorb increased output, may slow down going into 2026 [6] - US output has remained strong despite WTI being in the low $60 range [7][12] Chinese Demand & Economic Factors - Analysts are watching refinery run rates and teapot purchases to determine if Chinese demand is faltering [8] - Industrial output from China needs to be monitored to assess the overall Chinese economy [9] - EV sales in China are strong, suggesting that long-term gasoline demand may not grow as it has in the past [10] - China's industrial and economic growth has not met expectations, and has not significantly pushed up oil demand [11]

What a dumpster fire of an interviewLOOOOLCan’t believe I just wasted 60min watching that shitSoy | YES ❌Paramount | YES ❌Larry / Oracle | YES ❌Man, I don’t even know what to say lolOf allllllll the words he could have said.The 3% chance for “crypto / bitcoin” hit because of questions about CZ 😭Easy (@EasyEatsBodega):What Will He Say!?Mention Markets are back tomorrow night6:30pm on 60 minutes with Trump...Their key talking points► China and President Xi Jinping► Venezuela►Israel►The U.S. government shutdow ...

New today, Defense Secretary Pete Hexath announcing another air strike on a suspected drug boat in the Caribbean. Hegs says all three people on board were killed and called them narot terrorists. He did not provide any evidence for his claims, but it is the 15th strike since early September.Democrats say they're getting left in the dark. This document needs to be shared with every member of the Senate this week so that as we get into this discussion about war powers, we've got the basis of how the administr ...

Over the next two decades, siblings and distant relatives will be tussling over family assets in China, says @shuli_ren (via @opinion) https://t.co/qtC89RSBHu ...

Jensen Huang Hopes Nvidia Can Sell Flagship Blackwell Chips To China ‘Someday’https://t.co/hVgr5dzMPr https://t.co/cFPg2ZUtXV ...

Meet the best-selling author exposing life inside China’s gig economy, on this week’s “Drum Tower” podcast https://t.co/xsaiRsvEvY ...

Her uncompromising stances on Russia and China have ruffled feathers in some European capitals. But “Europe’s new iron lady” remains unfazed.@DSORennie sits down with @kajakallas in the first episode of Inside Geopolitics, streaming at 6pm London time https://t.co/xL1Qt333vm ...

Leadership Analysis - Data analysis suggests Xi Jinping's speeches and writings indicate a more assured and less tentative leadership style [1] - This analysis implies a potentially tougher negotiating stance for China's leader [1]

Market Trend - China is remonetizing gold [1]

Geopolitical & Economic Analysis - The US is experiencing a relative decline that has been ongoing for decades and is likely irreversible [2] - The US's reliance on exporting dollars as the global reserve currency makes a gradual decline unsustainable, potentially leading to a significant economic downturn [2] - The push to maintain or expand US empire is nearing its end [3] - Dollar inflation is a form of global taxation [6] US Military & Industrial Capacity - China's hypersonic missile capabilities could neutralize US aircraft carriers rapidly [1] - US military is heavily reliant on Chinese manufacturing [4] - One Chinese shipyard's shipbuilding capacity exceeds the entire US Navy's capacity [3] - Decoupling from China is not feasible for companies like Raytheon [2] - The US military is reportedly withdrawing from China to focus on the Western hemisphere [5] Societal & Technological Shifts - A national insolvency, comparable to the end of the USSR, is approaching [5] - The shift from the West to the Internet is as significant as the shift from Christendom to the West [10] - 21st-century ideologies will be built on Internet-first principles [8][12]