Oil Production & Supply - OPEC Plus increased oil production by 547,000 barrels per day in September [1] - Total phased-in increase since April is approximately 192% million barrels per day, close to the original target of 220% million barrels [1] - Increased supply puts downward pressure on crude prices [1] Market Dynamics & Demand - Lackluster US fuel demand contributes to downward pressure on crude prices [1] - Weak US jobs report intensifies expectations of weaker consumer and industrial demand for energy [1] - Tariff uncertainty hampers investment and potentially delays projects, especially in green energy storage and renewables [2] Potential Risks & Opportunities - Potential crude oil oversupply and more price weakness are possible [2] - Price weakness may offset some energy supply chain pressures caused by tariffs [2]

like Matt on because you're trying to figure out what exactly are we not thinking of in terms of the market action why are we higher why is V down all these things that you wouldn't have thought we play that game if I told you what had happened would you be able to tell me what the reaction the market% none of this today I would give maybe maybe yields maybe yields lower it was the only one I potentially could have gotten right based on but in terms of crude oil being down 6% absolutely not the S&P rallying ...