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Oil in this edition
Analyzing Eric Nuttall's insights, this piece discusses the expected decline in U.S. shale production if WTI prices drop below $60, and how this could impact global oil supply and prices, particularly in the context of anticipated incremental supply by Q4/2025.
This article explores the forecasted increase in global oil demand and its impact on oil supply, which has already risen by 330 kb/d in May to 105 mb/d. It delves into the potential price volatility and market adjustments necessary to meet the growing demand.
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