Why Everyone Was Wrong About the Global 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.

Episode metadata supplied by the publisher feed · Published Feb 20, 2026

Embed this episode

Attribution link and audio player

Ready to play

Why Everyone Was Wrong About the Global Oil Glut

0:00 37:51

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

The Macro Review Hugo Mayson The Macro Review - a high level review of the macro environment. Get in touch:E: [email protected] & [email protected]: @hugomayson & @parkerlj33TikTok: @themacroreview

Frequently Asked Questions

How long is this episode of Global Macro Update?

This episode is 37 minutes long.

When was this Global Macro Update episode published?

This episode was published on February 20, 2026.

Can I download this Global Macro Update episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!