bearish
MacroVoices #465 Rory Johnston: Oil Markets Under Trump 2.0
SUMMARY
- Oil markets in 2024 experienced slow supply and demand growth after years of high volatility
- Heading into 2025, demand is reaccelerating faster than supply, leading to a bullish outlook
- With low inventory levels and a modest supply deficit expected, prices are likely to gradually rise to low 80s Brent basis
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