MacroVoices #484 Rory Johnston: Crude Oil Forward Curve Conundrum
Macro Voices
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Navigating the Crude Oil Landscape
This chapter explores the changing dynamics of the crude oil market, emphasizing investor sentiment and the implications of managed money positions. It discusses shifts in futures curves and storage dynamics, as well as the increasing demand for heavy blend stocks amid geopolitical challenges. Additionally, it analyzes trade patterns in light of U.S. shale production declines and the evolving global supply landscape.
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