Why Everyone Was Wrong About the Global Oil Glut

About this episode

Jan Stuart discusses the current state of global oil markets and challenges common perceptions about the oil glut.

Jan Stuart, one of the sharpest oil minds on Wall Street and global energy strategist at Piper Sandler, cuts through the headlines for a wide-ranging conversation on the state of global oil markets heading into 2026. Is there really an oil glut? What is China doing with all that crude? And is the US shale boom finally running out of steam? Jan answers all… and more.

People in this episode

Guest: Jan Stuart

Topics covered

• global oil markets
• oil glut
• China crude
• US shale boom
• energy strategy

Keywords

• oil markets
• global oil glut
• China oil
• US shale
• energy strategy

Mentioned in this episode

Organizations: Piper Sandler

Places: China, US

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