GM105: The Billion-Barrel Shock Has Not Arrived Yet ft. Adam Rozencwajg
About this episode
The episode discusses the implications of a significant reduction in oil supply and the potential risks that may arise despite current market prices suggesting stability.
More than a billion barrels of expected oil supply have been removed from the market. Yet prices suggest the danger has passed. Adam Rozencwajg joins Cem Karsan and Niels Kaastrup-Larsen to explain why that conclusion may be dangerously premature. The missing barrels have not disappeared from the equation. Their impact is still moving through tankers, refineries and inventories, hidden by reporting delays and China’s strategic response. From the limits of petroleum reserves to falling stockpiles, gold’s correction and the energy required to power AI, this episode examines a market caught between what prices are saying and what the physical system may soon reveal. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here . And you can get a free copy of my latest book “ Ten Reasons to Add Trend Following to Your Portfolio ” here . Learn more about the Trend Barometer here . Send your questions to …
More episodes of Top Traders Unplugged
- SI409: Why Trend Following Is Changing Faster Than Ever ft. Yoav Git
- SI408: Has Trend Following Changed Forever? ft. Alan Dunne
- GM104: How the Dollar Quietly Took Over the World ft. Brendan Greeley
- SI407: Why America Is Rewriting the Rules of Capitalism ft. Cem Karsan
- GM103: Why Optimism Could Be the Most Contrarian Trade ft. Pippa Malmgren
- SI406: Why Uncertainty Is a Trend Follower’s Best Friend ft. Mark Rzepczynski
Explore listener stats, chart rankings, contacts and more on the Top Traders Unplugged podcast page.