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Stu Turley's avatar

Outstanding insights on the oil market

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Josh Young's avatar

Thanks Stu!

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Plimsoll🚢's avatar

I wonder if oil price will experience much downward pressure once China decides they have enough oil in their strategic reserves.

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Josh Young's avatar

China's appetite for more oil seems voracious. Hard to tell if or when that will change, especially at these low prices.

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Plimsoll🚢's avatar

This article says the Chinese are storing away about 1 to 1.2 million barrels/day, and that they still have room for another 830 million barrels in their storage tanks. So, probably a good chance they continue buying at least through the end of 2026 unless prices spike up. https://www.wsj.com/business/energy-oil/china-is-filling-up-its-oil-reserves-fast-444b8edb

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Josh Young's avatar

For now. They're building more storage, and perhaps they will build even more. They're the world's largest oil importer, it makes sense for them to have a lot of oil in storage at low prices.

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