$OIL 2026 supply update. Kazakhstan cuts forecast to 96M tons from 100.5M.
➡️ Drivers:
• CPC pipeline drone strikes.
• Tengiz fire.
• 8.4% output currently offline.
• CPC pipeline handles 80% of exports for 10th largest producer.
• Kashagan maintenance shifted to 2027.
✔️ Market impact:
• Institutions repricing energy supply risk.
• Macro liquidity moving before retail.
• Is the structural shift priced in?
Wait for levels. Execute the plan.
Not financial advice. Manage risk.
#OIL #Energy #Macro #Liquidity #MarketUpdate
That's the setup.
➡️ Drivers:
• CPC pipeline drone strikes.
• Tengiz fire.
• 8.4% output currently offline.
• CPC pipeline handles 80% of exports for 10th largest producer.
• Kashagan maintenance shifted to 2027.
✔️ Market impact:
• Institutions repricing energy supply risk.
• Macro liquidity moving before retail.
• Is the structural shift priced in?
Wait for levels. Execute the plan.
Not financial advice. Manage risk.
#OIL #Energy #Macro #Liquidity #MarketUpdate
That's the setup.
