VANDA Insights' Hari on Oil Supply and Outlook

The video discusses the potential impact of a recession on the oil market, highlighting that the market has not yet priced in a recession. It explores the short-term focus on supply fears due to the Ukraine war and the emerging demand concerns. The video also examines the Russian oil price cap proposal, its challenges, and implications for international markets, particularly for China and India. It analyzes US gasoline market trends, noting a decline in demand and consumer sentiment due to inflation. Finally, it discusses the impact of Russian oil deliveries on India and OPEC+ dynamics, with potential shifts in trade flows and production decisions.

How has the Ukraine war influenced the oil supply narrative?

What are the current concerns regarding oil demand in the context of a potential recession?

What implications does the proposed Russian oil price cap have for international markets?

Discuss the impact of consumer sentiment on gasoline demand in the US.

What does the recent data on US gasoline demand indicate about consumer behavior?

How are India and China's oil consumption patterns changing in relation to Russian crude?

What challenges does OPEC face in maintaining its coalition amidst changing trade flows?