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Where do oil prices go next? We asked Perplexity Computer to build a full supply-demand model for oil with 3 scenarios based on how the Iran war plays out. It delivered: → Full supply-demand model → Global production & demand estimates → Oil market projections with charts

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39,068 views • 7 months ago •via X (Twitter)

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People still don't understand what's really going on. This is exactly how they've been able to crush oil prices during the Iran war. Oil prices have never been about supply & demand dynamics, it's a measure of liquidity and speculation.

People still don't understand what's really going on. This is exactly how they've been able to crush oil prices during the Iran war. Oil prices have never been about supply & demand dynamics, it's a measure of liquidity and speculation.

Financelot

197,097 views • 2 months ago

I spoke with Rick Sanchez on looming OIL SUPPLY SHORTAGES from the US-Israeli war on Iran: “The US is steadily running out of oil inventories. As we approach the level of zero reserves, prices will SPIKE. As a result, a massive amount of demand destruction will occur.”

I spoke with Rick Sanchez on looming OIL SUPPLY SHORTAGES from the US-Israeli war on Iran: “The US is steadily running out of oil inventories. As we approach the level of zero reserves, prices will SPIKE. As a result, a massive amount of demand destruction will occur.”

Steve Hanke

26,908 views • 2 months ago

With global oil supply under pressure due to the Iran war, the US has already suspended sanctions on Russian oil. The EU should follow this example to prevent a supply crisis and bring energy prices down.

With global oil supply under pressure due to the Iran war, the US has already suspended sanctions on Russian oil. The EU should follow this example to prevent a supply crisis and bring energy prices down.

Péter Szijjártó

35,145 views • 6 months ago

🇺🇸🇨🇳 Oil prices are falling with supply this tight, and that should terrify you more than any war. George Gammon flips the standard read on the oil market. Everyone's obsessing over supply constraints, yet prices keep sliding, and to him that mismatch exposes something bigger: demand is rotting underneath. His explanation is a global economic slowdown already underway. The strongest evidence sits in China, where reduced purchasing points to cooling demand deep enough to swallow the supply concerns whole. Even the volatility around the US announcements on Iranian oil licenses hasn't changed the trajectory. The trend line, Gammon argues, keeps pointing at a world that simply needs less oil, because its economies are slowing down. George Gammon

🇺🇸🇨🇳 Oil prices are falling with supply this tight, and that should terrify you more than any war. George Gammon flips the standard read on the oil market. Everyone's obsessing over supply constraints, yet prices keep sliding, and to him that mismatch exposes something bigger: demand is rotting underneath. His explanation is a global economic slowdown already underway. The strongest evidence sits in China, where reduced purchasing points to cooling demand deep enough to swallow the supply concerns whole. Even the volatility around the US announcements on Iranian oil licenses hasn't changed the trajectory. The trend line, Gammon argues, keeps pointing at a world that simply needs less oil, because its economies are slowing down. George Gammon

Mario Nawfal

74,025 views • 3 months ago

Commodity market guru Jeff Currie on the coming, inevitable oil price spike: “Demand is up here; supply is down here. We’re filling that gap with inventory. When you eventually run out of inventory, demand has to come down to supply… You can’t print molecules.”

Commodity market guru Jeff Currie on the coming, inevitable oil price spike: “Demand is up here; supply is down here. We’re filling that gap with inventory. When you eventually run out of inventory, demand has to come down to supply… You can’t print molecules.”

Steve Hanke

105,337 views • 4 months ago

Rick Rule: Oil surged in anticipation of a shortage...By 2029, we will experience a structural shortage. - The oil industry is underinvesting by ~$1B/day - The only supply growth, US shale, is peaking - Damaged oil infrastructure will take time to repair This will impact future oil production. Meanwhile: - Oil demand is growing by ~1mbpd annually - SPRs and inventories have to be refilled In other words, we have a perfect storm of lower future supply and higher future demand. This will set the stage for a prolonged oil bull market.

Rick Rule: Oil surged in anticipation of a shortage...By 2029, we will experience a structural shortage. - The oil industry is underinvesting by ~$1B/day - The only supply growth, US shale, is peaking - Damaged oil infrastructure will take time to repair This will impact future oil production. Meanwhile: - Oil demand is growing by ~1mbpd annually - SPRs and inventories have to be refilled In other words, we have a perfect storm of lower future supply and higher future demand. This will set the stage for a prolonged oil bull market.

Lukas Ekwueme

57,412 views • 3 months ago

BREAKING: Experts believe oil could hit $200/barrel and gas could hit $7.00/gallon if the war in Iran continues. “Well it’s realistic if this war goes on… If this continues it means that all of the oil that is locked in the Strait of Hormuz, that’s 20% of the world’s oil that is not getting out… So you can imagine because of supply and demand, if we don’t get that supply and we have all of the demand for oil, then prices will continue to rise. If this goes to June, $200 is realistic.”

BREAKING: Experts believe oil could hit $200/barrel and gas could hit $7.00/gallon if the war in Iran continues. “Well it’s realistic if this war goes on… If this continues it means that all of the oil that is locked in the Strait of Hormuz, that’s 20% of the world’s oil that is not getting out… So you can imagine because of supply and demand, if we don’t get that supply and we have all of the demand for oil, then prices will continue to rise. If this goes to June, $200 is realistic.”

Ed Krassenstein

68,616 views • 6 months ago

I spoke with Mario Nawfal on why oil prices will bounce back: "When the Strait closed, the global oil market borrowed ~1.2B barrels from the future. Now, we must refill the inventory, which means a pretty healthy demand for oil. Therefore, I see the price of oil bouncing back."

I spoke with Mario Nawfal on why oil prices will bounce back: "When the Strait closed, the global oil market borrowed ~1.2B barrels from the future. Now, we must refill the inventory, which means a pretty healthy demand for oil. Therefore, I see the price of oil bouncing back."

Steve Hanke

19,846 views • 3 months ago

I spoke with Afshin Rattansi with Going Underground on an inevitable OIL PRICE SPIKE: “The demand for oil is greater than supply. That gap is filled with the depletion of inventories. These are nearing rock bottom. When inventories run dry, prices will surge again.”

I spoke with Afshin Rattansi with Going Underground on an inevitable OIL PRICE SPIKE: “The demand for oil is greater than supply. That gap is filled with the depletion of inventories. These are nearing rock bottom. When inventories run dry, prices will surge again.”

Steve Hanke

10,999 views • 4 months ago

Oil prices no longer reflect the realities of supply and demand. Instead, they have become signalling mechanisms to help control public perception. The question is: How long can the game continue? Full interview:

Oil prices no longer reflect the realities of supply and demand. Instead, they have become signalling mechanisms to help control public perception. The question is: How long can the game continue? Full interview:

Chris Martenson

23,131 views • 2 months ago

#EXCLUSIVE | What's the worst that you think oil prices could go up to? "There is no limit for oil prices until we reach the level of demand destruction": Energy market expert Anas Alhajji #WestAsiaWar #NewsToday | @SardesaiRajdeep

#EXCLUSIVE | What's the worst that you think oil prices could go up to? "There is no limit for oil prices until we reach the level of demand destruction": Energy market expert Anas Alhajji #WestAsiaWar #NewsToday | @SardesaiRajdeep

IndiaToday

13,611 views • 6 months ago

The Fed should not raise rates in the teeth of a supply-side oil shock. Back in 2006, when tensions with Iran pushed oil prices higher, Ben Bernanke understood that demand-pull inflation is very different from supply-shock inflation. He didn't raise rates then, and the same logic applies today.

The Fed should not raise rates in the teeth of a supply-side oil shock. Back in 2006, when tensions with Iran pushed oil prices higher, Ben Bernanke understood that demand-pull inflation is very different from supply-shock inflation. He didn't raise rates then, and the same logic applies today.

Peter Navarro

29,100 views • 4 months ago

🇸🇦 It costs Saudi Arabia less than $2 to produce a barrel of oil Ali Al-Naimi helped shape global oil markets during one of the most volatile periods in modern energy history. At the peak of the 2008 oil spike near $147 per barrel, tensions inside OPEC weren’t just about supply. Saudi Arabia pushed for stability, while others favored higher prices. Al-Naimi even suggested that countries like Iran had an incentive to keep prices elevated, as oil revenue plays a major role in funding national priorities. It showed a deeper truth about energy markets: oil prices aren’t just driven by supply and demand. They’re shaped by politics, power, and competing national interests. So the real question is simple: should oil prices be set by the market, or influenced by geopolitics?

🇸🇦 It costs Saudi Arabia less than $2 to produce a barrel of oil Ali Al-Naimi helped shape global oil markets during one of the most volatile periods in modern energy history. At the peak of the 2008 oil spike near $147 per barrel, tensions inside OPEC weren’t just about supply. Saudi Arabia pushed for stability, while others favored higher prices. Al-Naimi even suggested that countries like Iran had an incentive to keep prices elevated, as oil revenue plays a major role in funding national priorities. It showed a deeper truth about energy markets: oil prices aren’t just driven by supply and demand. They’re shaped by politics, power, and competing national interests. So the real question is simple: should oil prices be set by the market, or influenced by geopolitics?

Megatron

70,640 views • 4 months ago

President Trump's successful campaign against Iran will drive down oil prices. Ending the regime's threats and ensuring that Iran is no longer run by a terrorist organization at war with America will result in a greater global supply of oil.

President Trump's successful campaign against Iran will drive down oil prices. Ending the regime's threats and ensuring that Iran is no longer run by a terrorist organization at war with America will result in a greater global supply of oil.

Senator Ted Cruz

64,860 views • 7 months ago

🇺🇸 Tucker: The oil market is clearly manipulated "There was a time this month, with the Strait basically still closed, when oil, as priced in the Brent crude market, was cheaper by a few cents per barrel than it was before the war started." Referring to the Iran war and repeated threats to the Strait of Hormuz, he argued oil prices should have surged far higher if they truly reflected supply and demand. Instead, financial markets are being driven by speculation, insider trading, and powerful interests. Source: Tucker Carlson / Writer: Monica

🇺🇸 Tucker: The oil market is clearly manipulated "There was a time this month, with the Strait basically still closed, when oil, as priced in the Brent crude market, was cheaper by a few cents per barrel than it was before the war started." Referring to the Iran war and repeated threats to the Strait of Hormuz, he argued oil prices should have surged far higher if they truly reflected supply and demand. Instead, financial markets are being driven by speculation, insider trading, and powerful interests. Source: Tucker Carlson / Writer: Monica

Mario Nawfal

76,953 views • 2 months ago

Rick Rule: The world has systematically underinvested in oil. - The oil industry is underinvesting in sustaining capital by >$1B/day - This underinvestment will reduce future oil production Oil is a cyclical industry, and a sustained period of underinvestment will lead to lower production in the future... we are still in the underinvestment period despite high prices. In addition to the massive underinvestment: - The industry has to fix oil infrastructure impacted by the Iran war - The world will have to refill their SPRs - Countries will expand their SPRs Hormuz or no Hormuz, the supply/demand picture for oil is favorable over the long term.

Rick Rule: The world has systematically underinvested in oil. - The oil industry is underinvesting in sustaining capital by >$1B/day - This underinvestment will reduce future oil production Oil is a cyclical industry, and a sustained period of underinvestment will lead to lower production in the future... we are still in the underinvestment period despite high prices. In addition to the massive underinvestment: - The industry has to fix oil infrastructure impacted by the Iran war - The world will have to refill their SPRs - Countries will expand their SPRs Hormuz or no Hormuz, the supply/demand picture for oil is favorable over the long term.

Lukas Ekwueme

42,413 views • 3 months ago

One final piece that isn't getting much attention... Countries around the world have been drawing down their emergency oil reserves. Those barrels eventually have to be replaced. 🔹 Governments will have to buy oil to rebuild their stockpiles. 🔹 That's new demand on top of everyday global consumption. 🔹 At the same time, parts of Middle Eastern production are still recovering. The crisis doesn't end when prices fall. It ends when supply catches up with demand. Has that actually happened yet?

One final piece that isn't getting much attention... Countries around the world have been drawing down their emergency oil reserves. Those barrels eventually have to be replaced. 🔹 Governments will have to buy oil to rebuild their stockpiles. 🔹 That's new demand on top of everyday global consumption. 🔹 At the same time, parts of Middle Eastern production are still recovering. The crisis doesn't end when prices fall. It ends when supply catches up with demand. Has that actually happened yet?

Shazi

11,645 views • 3 months ago

Gold and oil historically moved together, but that relationship suddenly reversed after the U.S.-Iran war began. With demand for gold still surging, Chris Martenson wonders whether something beyond normal market forces is shaping its price. Full interview: #gold #oil #economy #dollar Daniela Cambone-Taub

Gold and oil historically moved together, but that relationship suddenly reversed after the U.S.-Iran war began. With demand for gold still surging, Chris Martenson wonders whether something beyond normal market forces is shaping its price. Full interview: #gold #oil #economy #dollar Daniela Cambone-Taub

ITM Trading

27,375 views • 16 days ago

President Trump has issued a strong threat to destroy every Iranian port and tanker if Iran disrupts the flow of oil, particularly through the Strait of Hormuz, a critical chokepoint for global oil shipments. This announcement has already caused significant market reactions, with crude oil prices surging by about 10% immediately after the news. The threat reflects escalating tensions in the region, with potential for serious disruption to global oil supply chains. - Proffessor jiang

President Trump has issued a strong threat to destroy every Iranian port and tanker if Iran disrupts the flow of oil, particularly through the Strait of Hormuz, a critical chokepoint for global oil shipments. This announcement has already caused significant market reactions, with crude oil prices surging by about 10% immediately after the news. The threat reflects escalating tensions in the region, with potential for serious disruption to global oil supply chains. - Proffessor jiang

Masu Zafi 🔥🔥

282,703 views • 6 months ago

The next question is... If the oil market is so tight, why haven't prices exploded? One theory: 🔹 China has dramatically reduced its oil imports. 🔹 But demand for gasoline, jet fuel, and diesel hasn't collapsed. So where is the oil coming from? If China has been drawing down its own stockpiles instead of buying on the global market... What happens when it has to start buying again?

The next question is... If the oil market is so tight, why haven't prices exploded? One theory: 🔹 China has dramatically reduced its oil imports. 🔹 But demand for gasoline, jet fuel, and diesel hasn't collapsed. So where is the oil coming from? If China has been drawing down its own stockpiles instead of buying on the global market... What happens when it has to start buying again?

Shazi

48,202 views • 3 months ago