Citi's Morse Says Oil 'Nowhere Near' $100 Scenario

The video discusses the potential for $100 oil prices, considering supply disruptions in countries like Iran, Iraq, Libya, and Nigeria. It compares the current situation to the 2008-2009 oil price collapse, highlighting the role of financial flows and market uncertainties. The video also examines US production growth and market balance, with a focus on demand trends in China and India, suggesting a balanced market with no significant inventory changes.

What factors are mentioned that could lead to $100 a barrel oil?

How did the oil prices behave during the collapse from 147 to the low 40s?

What is the current outlook on US oil production growth according to the speaker?

What is the speaker's view on the demand growth in China?

What is the expected demand growth from India according to the speaker?