Texas Oil Insiders Just Gave DIRE Warning For What’s Coming
Back in April 2020, oil prices went negative after the futures market underestimated just how much demand had collapsed, causing chaos as market participants scrambled to unload their oil. Here in April 2026, the oil futures market is in danger of something similar but in the opposite direction. Certain market participants just may be underestimating how much supply has collapsed. Worrying that might be the case, the Dallas Fed surveyed oil industry companies about what they’re seeing and where they think the Hormuz blockage is leading the energy marketplace. You’re not going to like it.
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Dallas Fed Energy Survey Q1 2026 update
https://www.dallasfed.org/research/surveys/des/2026/2601/2601update
Oil Trader Andurand Lost 52% in April First Half on Oil Bets
https://www.bloomberg.com/news/articles/2026-04-23/andurand-lost-52-in-april-first-half-as-ceasefire-hurt-oil-bets
The world is watching the wrong oil price
https://www.telegraph.co.uk/business/2026/04/23/the-world-is-watching-the-wrong-oil-price/
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
24 Comments
Two markets…..like silver.
Yeah, gingers, there’s no escaping lots of things https://youtu.be/fNoaDkdW9kk?si=v-ZIHfruAg-Xe2G1 I wonder how George is coping currently
Nobody in the oilfield is upset about this at all. I’ve already seen six machines spudding in in my local patch.
um……You and Steve have been telling us to get out of the stock market for years now. Anyone listening would have lost out on major gains. Steve's favorite catch phrase is "Get out NOW!" I don't dispute your facts. But the market has not been reacting in the way you predict. By calling wolf so many times you've lost CRED! Sorry Bro. You'll be right eventually. Just not currently.
This video fills me with dread. It is terrifying that a staggering oil supply crisis is masked by manipulated futures. We are sleepwalking into a devastating economic nightmare while the true cost of energy secretly skyrockets. Would you like me to find more sources on this looming energy shock?
Can’t these traders and fund managers see through the administration’s bullshit? I thought they were smart?
Sounds like one big ad
We probably to pay attention to what’s happening in the Middle East. Iran has the means to destroy the world economy 1929 style, if its infrastructure is attacked again. You could say by by to Dubai for instance. So what jay is trump going to do about this? Admit defeat or go down in flame with the rat if the world economy?
Computers don't run on oil
Oil production is not coming back to pre war volume ever! Never! Permanent damage, severe structural damage to infrastructure. Oil is going to $300, and then it’s going to $500+
Stocks have hormuz closed for a year already priced in nerd
Corrupt!
Nothing will happen until Isreal doesnt get their way. As long as the greater Isreal project is moving in a positive direction. The war is on , on multiple fronts, and lands are being taken. Thats why the markets won't fall.
A market crash of epic proportions is on the horizon. I've got my MRE's and guns ready.
Stock up on food and necessities. Canned food, etc. Toothpaste, diapers,TP, soap, etc. The reckoning comes in September.
At a minimum, you’ll have more $ for fuel when the price of EVERYTHING takes off for the Moon.
It's a smart political play????
To manipulate the market from a position of political influence?
Isn't that kind of, you know, ILLEGAL?
The disservice these two have done for their viewers over the past few years is contemptible, indefensible, and borderline criminal.
OMG, now I know this channel is a complete joke with having Steve on as a guest! They do not make an eye roll emoji big enough for this.
Futures traders are still expecting a TACO moment. Unfortunately it's obvious already that Trump isn't the one in control of when this ends, and his TACO moment passed weeks ago. He's desperate but there's no indication that his 'team' are capable of closing this thing.
The crude that was shipped via the straits has already been bypassed and replaced. PLUS a surplus of close to 5 mbpd.
This is what normal, based in reality, the oil markets understand. This is why the markets are following your TDS, delusional views.
Non-Iran crude through the strait was @16 mbpd.
The Saudis now pump 7 mbpd via pipeline
UAE, Iraq and Turkey are moving another 3.5 mbpd around the straits.
Total 10.5
The US is exporting an extra 6 mbpd, increasing rapidly.
Venezuela exporting 1.1 mbpd. Again, increasing rapidly.
Once the conflict is over, Irans 3.5 mbpd will hit the markets, instead of being sold nearly exclusively to China.
The world market, in 1-2 months, could easily see a world wide surplus crude of 10-12 mbpd.
THIS is what the markets KNOW
I hate to be rude but…duh. a teddy bear is more expensive than food, which one do we need to live?
Not Steve !😅 all credibility lost at that point.
Terrified
My prediction is Trump uses the War Powers Act to say he has to leave and then simply blame the Dems for not supporting it and hangs all economic fallout on them.