Anas Alhajji has the opposing view. He claims that demand decline is offsetting the supply decline and he is bearish on oil. Alhajji is generally respected, is my impression, at least. Can you comment on why you think he is mistaken in his analysis? I think that Alexander Stahel also attributes the demand decline to China?
I posted this on a previous post. I feel like Casandra. You?
Anas Alhajji has the opposing view. He claims that demand decline is offsetting the supply decline and he is bearish on oil. Alhajji is generally respected, is my impression, at least. Can you comment on why you think he is mistaken in his analysis? I think that Alexander Stahel also attributes the demand decline to China?
It strike me that all oil bulls were caught off guard by China’s willingness to cut imports dramatically.
We've talked about Anas ad nauseum in the chats
Unfortunately I missed most of that. Thirty seconds Readers Digest version?
He is wrong.