JP Morgan Still Sees Oil Above $100 in Next Few Years

The video discusses the impact of China's market dynamics on crude oil pricing, highlighting the challenges posed by global stockpiles and the influence of Russian and Iranian oil flows. It explores the resilience of Russian barrels despite sanctions and the potential effects of EU price caps. The discussion also covers the US oil strategy, the concept of a super cycle, and income opportunities in oil majors. Finally, it examines the implications of windfall taxes on cash flow and future oil supply.

What factors have contributed to the uncertainty in the crude market related to China?

How does the current supply situation affect the pricing of crude oil?

What is meant by 'dark inventory' in the context of crude oil supply?

Discuss the implications of Russian barrels on the global oil market.

What role does the Biden administration's potential buying of oil play in the market?

What are the potential consequences of capital discipline in the oil industry?

How do windfall taxes affect the cash flow of oil companies?