Currie: Oil Producers Focused on Cashflow, Not Returns

The video discusses stock and commodity strategies, focusing on the oil market. It highlights the challenges oil companies face in maintaining dividends amidst fluctuating prices and explores the dynamics of oil supply, including contributions from low-cost players and geopolitical factors. The discussion also touches on historical oil price trends and the transition from a demand-led to a supply-led market.

In what ways do low-cost players like Russia impact the oil market?

What is the significance of the transition from a demand-led market to a supply-led market in the oil industry?