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What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop"
Forward Guidance
The Importance of OPEC's Oil Fields
OPEC has the oil fields for your whole audience to increase or decrease supply, few countries in the world have that. If they throttle production, if they cut as they say production, it means they have more what we call spare capacity. And that's check when we have a bull market. When there is no oil, no more oil to give from any of the OPEC members, then the oil price panics because where should oil come from? So again, prices have to do the work, it goes high to make sure that they bring in the demand side.
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