Falling Oil StocksJeff Currie speaking abou the physical stocks of oild dropping world wide due to the current interest rate level and fear of recession. Speaks to floating stocks, such as Iran, that many people don't consider.
https://www.cnbc.com/video/2023/06/01/oil-will-once-again-be-profitable-when-market-destocking-runs-out-says-goldman-sachs-jeff-currie.html
There was a reference to Amrita Sen as well, who earlier today spoke about the same thing.
https://twitter.com/SquawkCNBC/status/1664250202411220993