The World Isn't Prepared for What Just Happened to Oil

What this episode covers

The supply glut was never canceled. Almost everyone and every part of the oil market remains convinced it is happening, the potential weighing on prices and movements even if occasionally geopolitics gains control over short run periods. Important macro updates from Ireland to India further prove why the glut isn't being led by global supply. And if it wasn't enough sharp declines in US usage help clear it up even more. Eurodollar University's Money & Macro Analysis******Eurodollar University's One Big Thing Weeklyhttps://eurodollaruniversity.substack.com/Eurodollar University's Anniversary Salehttps://www.eurodollar.university/sale******Total Energies Q2 Reporthttps://totalenergies.com/system/files/documents/totalenergies_2Q25-results-press-release_2025_en.pdfBloomberg Oil Caught Between a $70 Summer and Growing Surplus Fearshttps://www.bloomberg.com/news/articles/2025-07-27/oil-prices-caught-between-a-70-summer-and-growing-surplus-fearsBloomberg Ireland’s Economy Just Shrank for the First Time Since 2023https://www.bloomberg.com/news/articles/2025-07-28/ireland-s-economy-just-shrank-for-the-first-time-since-2023Bloomberg India Warns of Trade Risks Amid Trump Tariffs, Global Slowdownhttps://www.bloomberg.com/news/articles/2025-07-28/india-warns-of-trade-risks-amid-trump-tariffs-global-slowdownReuters China's industrial profits fall further in Junehttps://www.reuters.com/world/china/chinas-industrial-profits-fall-further-june-2025-07-27/https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

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This episode is 19 minutes long.

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This episode was published on July 29, 2025.

What is this episode about?

The supply glut was never canceled. Almost everyone and every part of the oil market remains convinced it is happening, the potential weighing on prices and movements even if occasionally geopolitics gains control over short run periods. Important...

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