Oil’s supply shock isn’t fading anytime soon for $OIL ⚡
ANZ says roughly 1 million barrels a day have effectively vanished from the market, and it sees the recovery in supply as slow, partial, and uneven into mid-2026. That keeps Brent pinned above $90 in their view, with the market already tight enough to support elevated prices even before any worst-case escalation.
This is the kind of setup whales love: a thinner supply pool, sticky headlines, and a market that starts pricing scarcity before the data fully confirms it. If demand holds steady, liquidity can keep chasing the move rather than fighting it.
Not financial advice. Manage your risk and protect your capital.
#Oil #Brent #Commodities #Macro #Inflation ✦