Why Everyone Was Wrong About the Global Oil Glut
Global Macro Update · Mauldin Economics
February 20, 202637m 51s
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Show Notes
Jan Stuart, one of the sharpest oil minds on Wall Street and global energy strategist at Piper Sandler, cuts through the headlines for a wide-ranging conversation on the state of global oil markets heading into 2026. Is there really an oil glut? What is China doing with all that crude? And is the US shale boom finally running out of steam? Jan answers all… and more.