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Episode 70: What does 2026 really look like for the oil market?
In the latest episode of Trade with Conviction, the team breaks down the biggest questions shaping next year’s crude, margins, and demand outlook - and what traders should be preparing for now.
Key Takeaways:
> What is the outlook for Chinese crude imports?
> Can margins deflate or is spare capacity too tight?
> Can demand surprise to the upside?
> What do key producers do next year and how quickly can the long balance be cut down?
Chapters:
(01:35) Headlines: Tanker Seizure & Sanctions Reality Check
A breakdown of the Venezuela tanker seizure, the limited supply impact, and why the market…
The skinny
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