
In this episode, we dive into OPEC+’s latest decision to boost oil output by 411,000 barrels per day and the unexpected price surge that followed. While energy stocks braced for a supply glut, geopolitics stole the spotlight, with Ukraine’s escalating attacks on Russia reminding markets of the risks lurking in the shadows. From softening Asian demand to U.S. shale slowdowns and the specter of new sanctions, we unpack why the oil market is anything but predictable.