oil market massively oversupplied - time to buy tech stocks

Investor summaryBullish

The author argues the oil market will be massively oversupplied by mid-2026, suggesting it's time to buy tech stocks.

Bull points

Oil market projected to be massively oversupplied by mid-2026 based on supply and demand data.
Suggests rotating into tech stocks due to favorable macro conditions from lower oil prices.

降息与宏观

Post body

|Market needs just 12mb/d|June 2026|July 2026|

|:-|:-|:-|

||||

|EW Pipeline|2.0|2.0|

|Russia + Iran Oil on Water|1.5|1.0|

|China Import Reduction|4.0|5.0|

|UAE Fujairah Pipeline|2.0|2.0|

|Iran Crude Exports|3.5|4.0|

|Extra production (UAE, Iraq, Kuwait, Saudi, Qatar)|3.5|4.0|

|Rest of World SPR Release|1.0|1.0|

|US SPR Release|3.0|2.5|

|Production Cuts outside Arab Gulf + China|0.0|0.5|

|Total Extra Crude Oil|\~20.5 mb/d|\~22.0 mb/d|

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