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Deep-Dives | Curated insights across markets, macros, history & more

Deep-Dives · Global · Curated insights across markets, macros, history, and intelligence | Showing 1 of 1

Deep-Dives | Curated insights across markets, macros, history & more

Distilling high-signal intelligence into digestible insights.

Deep-Dives · Global · Showing 1 of 1

If there was an oil supply glut, prices would be collapsing: Carlyle's Currie

**Jeff Currie on the Oil Market "Supply Glut" Myth** >The central thesis is that the "bearish" consensus is relying on flawed data regarding supply. > While paper markets show a surplus, physical indicators—such as the lack of land-tank filling and high refinery demand—suggest the market is much tighter. > With record-high short interest and rising geopolitical tensions, **the market is primed for an upward…

Jan 17, 2026·CNBC
If there was an oil supply glut, prices would be collapsing: Carlyle's Currie
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CNBC
Commodities
Crude Oil & Energy
+44 more tags
Jeff CurrieMacro / EconomicsOilPodcast

If there was an oil supply glut, prices would be collapsing: Carlyle's Currie

Jeff Currie on the Oil Market "Supply Glut" Myth >The central thesis is that the "bearish" consensus is relying on flawed data regarding supply.

While paper markets show a surplus, physical indicators—such as the lack of land-tank filling and high refinery demand—suggest the market is much tighter.

With record-high short interest and rising geopolitical tensions, **the market is primed for an upward…

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UJ
Jan 17, 2026