AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop"
Forward Guidance
The History of the US Oil Industry
The US has actually in a historic comparison, as we see here for 10 years from 2023, 10 years back. Each line is a year. It's quite low because of the strategic petroleum reserve, the American sold. So the Americans are bullish and therefore the industry produces and they're a good one to sell for filling you where the supply doesn't come down.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode