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Bloomberg Podcasts

Bloomberg Podcasts

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Oil Falls as Traders Weigh Middle East Return, Supply Glut Risks

Video Overview & Insights

Oil declined, with shipping traffic through the Strait of Hormuz picking up on hopes for a permanent US-Iran deal and a Wall Street bank issuing fresh warnings about a potential glut. Michelle Brouhard Head of Policy and Geopolitical Risk at Kpler joins Balance of Power to discuss.

The unprecedented amount of market manipulation is astounding 😮

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trump f'd this up so bad

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how about inviting two guests, one glur, one shortage and let them have at it for 15 mins. This is pure propaganda.

— @yomajo

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The current military build up and Israel going after Hezbollah mean the war could resume.

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Oil futures and their financial fuckery are going to crash into the real world. The war in the Strait isn't done...

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Nope. It’s goo going higher. Much higher

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The strait is not open and somebody has to pay for the tankers, crude and crews stuck for weeks. Democracy and low gas prices were pre trump things we enjoyed.

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Supply glut? The same gaslighting as in Russia. I guess it's just speculators and usual summer demand. We will see who will be starving next year after farmers were unable to buy fuel

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Just let everyone know oil companies have huge reserves stored dont look at the spr as if it's our only option

— @ARMENASSATURIAN

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The US has been selling off the SPR to keep the supply up on the world market in order to keep cost of a barrel down and help out countries in need of oil. The US has also been drawing down on the SPR for its own oil needs. The price of oil has been manipulated by a certain politician saying things like the war is going swimming well and Iran is begging for a deal and the war will be over soon and the price of oil will drop like a rock. I don't know exactly how low the SPR is because I have read several different levels. Trump has stated that the US will be out of oil in four weeks. Oil price shock when the US stops selling off the SPR on the world market.

— @zighearts3456

More User Perspectives

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Buahahahahahhaahha. Gas is going to be $10/gallon.

@SmellyWalrus-f4j
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“Supply glut” as Cushing Oklahoma is below operational safe levels 😂

@JmYoutubeWatcher
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how long can you hide behind the words. oil squeeze if reality can't catch up

@rpl6nl
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So if, if, if, and if? ☻

@wkjacobs3893
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Fantastical tales

@MyAlienHybridBabies
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Thank 😂trump!

@1952RONALD
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Propaganda, why they did this I don't know

@bendejo3707
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we have had a few dozen tankers LEAVE the Gulf. Their risk threshold is considerably higher than any shipping companies contemplating sending their fleets into the Gulf and potentially stranding them in another flare up. Trump is considering everything from going back to strikes to using nuclear weapons. Shipping companies know this - they are not sending their fleets back at all. Meanwhile we are drawing down on reserves around the world. We are heading for a major energy shock and complete disaster.

@AP-cc1uw
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We have no oil

@lonniepruitt5487
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The US is gonna skip demand destruction and go straight to shortage and rationing at this rate. This "glut" is like opening a garden hose with the faucet off: the pressure will make the water in the hose shoot out briefly, but there's nothing coming after

@joe42m13
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What about tank bottoms in July

@lonniepruitt5487
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What about tank bottoms in July

@lonniepruitt5487
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Well ill take the longs ig. No clue what happens after reality hits tho.

@shotsniper009
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Global reserves are drained Iran controls the strait and we have a supply glut huh

@georgebent8540
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Is it just me or does anyone else feel like they are floating in thin air and gravity is going to take over real soon ?

@marktreissman9898
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Hormuz was only closed because Iran was already being bombed. They wouldn't have done it for fear of military action before this war, but had nothing to lose.

Morocco is in a similar position. Why risk the world's wrath by trying to close the straits of Gibraltar. Too much to lose. If, however, some European force or whatever was bombing them anyway, then it would be a natural retaliation.

@firstkings99
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There is not going to be a supply glut.

August is doomsday. .

@TheSanguinePenguin
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1.5B barrels lost and still flow and production are well below anything "normal." But yeah a "glut.". Pure delusion

@bobbobertson7568
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They wont get it till we literally run out

@bobbobertson7568
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War isn't over and we are still living off the SPR. Something is going to break or run out by the end of the summer.

@moondog2990
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The biggest PSYOP in the history of the market. Nobody (besides oil insiders) wants oil to spike, but this sweeping the corpse under the carpet bs is going to bite us back SOOOO bad. These mouthpieces are criminal.

@cgallo9768
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This morally bankrupted evil empire needs to implode.

@Shining237
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Supply glut?!? In what universe? HOW?

@galahad05
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The market senses Trump's desperation for a deal. 😂

@speculawyer
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markets are delusional. Cushing is at lowest level in a long time, the SPR is at the lowest level since the US began filling it, and even if the strait was open today we'd still need to drain it for quite a while before stopping. We're what 8-9 weeks away from the legal minimum before Congress has to step in for the SPR??

@mjtjgilbert123
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SPRs at all time lows
Something is going to break

@JimEdwards-i2k
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Someone is lying because the IEA inventory report says Cushing Oklahoma is 18 million barrels

@ChrisClause-z5o
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Gas prices in Florida are up 20 cents today

@ChrisClause-z5o
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Just like they held housing prices steady in 2008, even though it was imploding underneath. Different economic dynamic but EXACTLY the same playbook. That's why we see two divergent camps. One says we are teetering on a cliff. The other says, "the water is warm. Come on in for a swim." The latter is world class horse 💩.

@FractalSoul1111
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Oil traders 😂😂😂 there are no Oil traders.. the market is control by the Epstein gang .

@ahmedalsharman