Nakhle: Geopolitics Biggest Wildcard for Oil in 2025

The video discusses the stability of the oil market in 2024, highlighting the lack of major supply losses despite geopolitical tensions and OPEC Plus cuts. It explores the geopolitical influences expected in 2025, including President Trump's policies and their impact on US-China relations. The prospects for US shale production are analyzed, considering market fundamentals and price forecasts. Finally, the challenges faced by OPEC Plus in balancing supply and demand are examined, with a focus on their production decisions for 2025.

How might President Trump's domestic policies influence US shale production?

What challenges does OPEC Plus face in balancing supply and demand in the oil market?

What are the implications of the downward revision of oil demand forecasts for 2025?