Oil Prices Fell Fast But the Real Supply Story Has Only Just Begun

Bruno Santos, StoneX Brazil Market Intelligence Analyst, explains why oil prices have fallen sharply while the global oil market remains fundamentally tight. He discusses the impact of the Strait of Hormuz disruption, depleted strategic reserves, constrained physical supply, recovering Asian demand and the four key risks that could shape crude oil prices through the remainder of 2026. Download the StoneX 2026 Commodities Outlook: https://www.stonex.com/en/insights/commodities-outlook/?utm_source=youtube&utm_medium=social&utm_campaign=mi_outlook_q3_26 Discover Actionable Energy Insights with StoneX Market Intelligence: https://shop.stonex.com/collections/energy?utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_bruno_santos&utm_content=share Like and subscribe for more financial market insights. 00:00 - Middle East Ignites Oil 03:06 - Oil Supply Fundamentals Still Tight 05:50 - Asia Oil Demand Returns 8:02 - Four Oil Risks for the Rest of 2026 #StoneX #BrunoSantos #OilMarket #BrentCrude #CrudeOil #EnergyMarkets #Commodities #MiddleEast #OilTrading #MarketOutlook