Texas Oil Insiders Just Gave DIRE Warning For What's Coming
About this episode
The episode discusses the potential collapse of oil supply and insights from the Dallas Fed's survey of oil industry companies.
Back in April 2020, oil prices went negative after the futures market underestimated just how much demand had collapsed, causing chaos as market participants scrambled to unload their oil. Here in April 2026, the oil futures market is in danger of something similar but in the opposite direction. Certain market participants just may be underestimating how much supply has collapsed. Worrying that might be the case, the Dallas Fed surveyed oil industry companies about what they’re seeing and where they think the Hormuz blockage is leading the energy marketplace. You’re not going to like it. Eurodollar University's Money & Macro Analysis ----------------------------------------------- What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. Ready to explore? Master monetary systems – past and future - with structure, clarity, and confidence. Visit https://eurodollar.university/membership ------------------------------------------------- Dallas Fed Energy Survey Q1 2026 update…
People in this episode
Host: Jeff Snider
Topics covered
- oil market
- energy supply
- financial education
- monetary systems
- market analysis
Mentioned in this episode
Organizations: Dallas Fed
Products: oil
Places: Hormuz
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