Citi’s Morse on Oil Stockpiles, OPEC+ Production, Gold Downside

The video discusses the impact of the Texas deep freeze on oil demand and production, highlighting the challenges faced by producers and OPEC. It compares the strategies of private and public oil producers, noting the market share and rig count dynamics. The video also explores OPEC's potential responses to market changes, the gold market's reaction to interest rate fluctuations, and the concept of a super cycle in oil demand. It concludes with an analysis of oil demand trends and the implications of carbon intensity and greening efforts.

What are the potential consequences of a reduction in Middle Eastern oil supply?

How does the current oil demand growth compare to historical trends?

Explain the relationship between GDP growth and oil demand.

What challenges does the oil industry face in the context of environmental policies?