Inside the Global Disruptions in the Oil Markets

The video discusses the dynamics of oil prices, highlighting the impact of Canadian oil sands and shale producers on the market. It examines the effects of supply disruptions in Canada and Nigeria on market equilibrium and compares current market conditions with historical events like the 1986 OPEC collapse. The discussion also covers the economic implications of oil prices on GDP and investments, and the correlation between oil prices and stock markets. The potential for market under-supply in the coming years is also addressed.

What is the expected impact of Canadian oil sands restarting operations on oil prices in the near term?

• Increase in oil prices

• Fluctuating oil prices

• Decrease in oil prices

• No change in oil prices

How does the current global spare capacity compare to that during the 1986 OPEC collapse?

• Not comparable

• Higher than 1986

• Same as 1986

• Lower than 1986

What is the potential impact of stabilizing the rig count on GDP?

• No impact on GDP

• Increase in GDP

• Fluctuating GDP

• Decrease in GDP

What was the correlation between oil prices and stock markets when oil prices were very low?

• Inverse correlation

• No correlation

• Negative correlation

• Positive correlation

What is the potential risk for the oil market in the next two to three years due to lack of investment?

• Undersupply

• Oversupply

• Fluctuating supply

• Stable supply