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Rory Johnston: Oil faces record supply shock and buffer drawdown risk

Rory Johnston: Oil faces record supply shock and buffer drawdown risk
Oil buffer drawdown and supply risks

Rory Johnston outlines a scenario in which oil experiences its largest-ever supply shock and a record pace of stock and emergency buffer drawdown.

According to Johnston, stocks would drop from high to precarious levels, with supply struggling to recover. He also highlights mounting risk to $15 million barrels per day of recovered supply. The scenario raises questions about the impact on prices under these extreme market conditions.

Johnston has previously noted that diesel prices in the U.S. reached parity with Brent crude, driven by record-high crack spreads. He has also reported on the widening gap between retail diesel prices in the U.S. and China. These observations highlight persistent tensions in refined product markets.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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