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Podcast: Eurodollar University
Episode:

The World Isn't Prepared for What Just Happened to Oil
Category: Business
Duration: 00:19:07
Publish Date: 2025-07-29 11:00:00
Description:

The supply glut was never canceled. Almost everyone and every part of the oil market remains convinced it is happening, the potential weighing on prices and movements even if occasionally geopolitics gains control over short run periods. Important macro updates from Ireland to India further prove why the glut isn't being led by global supply. And if it wasn't enough sharp declines in US usage help clear it up even more. 

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https://www.reuters.com/world/china/chinas-industrial-profits-fall-further-june-2025-07-27/

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