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Oil Glut? Global Recession? Oil Supercycle? — A Differentiated View of Today's Oil Markets Via an Expert Interview

A veteran energy strategist shares his perspective on today’s oil market balances, the key lessons from his career that shape his outlook, and where he sees the greatest upside for energy investors.

Josh Young's avatar
Josh Young
Oct 20, 2025
∙ Paid
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OPEC shows a one million barrel per day global oil draw coming in Q1, but the IEA sees a four million barrel per day build. Who’s more likely to be accurate?

If a global recession hits, how far could oil prices really fall, and how quickly might they recover?

Is Africa poised to be one of the fastest-growing sources of oil demand?

What can past cycles teach us about today’s oil market psychology?

Where is the most misunderstood upside in energy stocks right now?

These are just a few of the questions answered in my recent interview with an oil market expert, a partner at a leading energy strategy firm with decades of experience at name-brand energy market participants.

The full interview can be found below:

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