Bloomberg Intelligence Oil Dips in Thin Post-Christmas Trade Amid Ukraine Talk Progress
Dec 26, 2025
Dr. Ellen Wald, an energy analyst at the Atlantic Council, shares insights on how potential peace in Ukraine could impact global oil supplies and prices. Mishel Alon, from Verve, analyzes the shift in consumer behavior toward intentional holiday shopping, highlighting the rise in searches for trusted brands. Carol Pepper, CEO of Pepper International, discusses family offices' growing interest in alternative investments and the anticipated surge of AI-related IPOs, emphasizing a cautious outlook for 2026 despite market noise.
AI Snips
Chapters
Transcript
Episode notes
Thin Trading Masks Oil Signals
- Year-end thin trading exaggerates short-term moves in oil markets.
- Geopolitical talk about Ukraine and Venezuela shifts expectations for supply and price into 2026.
Peace Talks Could Flood Markets
- Hopes for a Russia-Ukraine resolution would add sanctioned Russian oil back to markets and lower prices.
- Markets are pulling back as traders recalibrate timing and scale of any deal.
Venezuela Seizures Add Visible Supply
- U.S. plans to seize sanctioned Venezuelan crude and route it to SPR would convert black-market barrels into official supply.
- That process could increase visible supply and exert downward pressure on prices.