Hi r/Oil,
I’ve seen commentary suggesting there's significant recent inflows into oil and petrochemical ETFs like XLE, and optimism that this might indicate a long-term shift in investor sentiment.
I'd love to get your views:
1. Are there reliable data sources or indicators (e.g., ETF flow trackers, COT report, fund flows) that confirm actual fund inflows in the past 3 months?
2. Do you think this trend reflects a short-term rally or a structural change in how investors view the energy sector?
3. If it's long-term, what fundamental drivers (like supply/demand, OPEC, inflation hedging) support that view?
Thanks in advance for any insights or data you can share!
Is the recent inflow into oil ETFs a short-lived rally or a structural shift?
byu/SociallyF inoil
Posted by SociallyF