Demand Fears Extend
−0.4%
The most likely path is a continuation of the selloff as traders focus on weakening China demand, Vitol’s call for a 3 million bpd global demand contraction, and the earlier OPEC+ output hike. Inventory draws may slow the decline, but the market reprices toward weaker end-demand.
What it moves
- Energy−2.3%
- Non-Energy Materials−0.3%
- Oil prices
- Riskier companies' borrowing costs
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