ANZ ON OIL: IF RECOVERY STALLS AT THIS WEEK’S LEVEL, LEAVING DEFICITS ABOVE
4–5MB/D, MARKET IS LIKELY TO REQUIRE SUSTAINED PRICES ABOVE $100/BBL TO RATION
DEMAND AND PROMPT STOCK DRAWDOWNS
2026-04-09
ANZ ON OIL: IF RECOVERY STALLS AT THIS WEEK’S LEVEL, LEAVING DEFICITS ABOVE
4–5MB/D, MARKET IS LIKELY TO REQUIRE SUSTAINED PRICES ABOVE $100/BBL TO RATION
DEMAND AND PROMPT STOCK DRAWDOWNS