2025-12-15 21:45:17

Oil's struggling—worst performance since the pandemic hit, and it's all about that surplus flooding the market. But here's the thing: analysts are keeping tabs on next year's production figures. According to market watchers, if output levels tighten up in 2025, we could see sentiment shift. These commodity moves often ripple through risk assets, so traders keeping tabs on macro trends should pay attention. When energy gets squeezed, it usually reshuffles portfolio flows across different asset classes. Worth monitoring as we head into the new cycle.

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consensus_whisperer

· 2025-12-18 21:12

Oil prices have really underperformed this wave, but if 2025 production tightens... hey, the story might reverse --- Next year is the real highlight; it's too early to call the worst now --- Surplus has piled up, no wonder oil prices are flat; it all depends on how OPEC plays it --- Energy is hitting a bottleneck, and the entire portfolio has to move accordingly; this chain is deeper than expected --- Production data is the real anchor; don’t be fooled by the current dip --- Wait, is this logic being too optimistic... can it really turn around? --- Monitoring 2025 output, now that’s the moment to make money

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PessimisticOracle

· 2025-12-18 16:52

Oil prices have really underperformed this round, with oversupply causing a sell-off, but the key will depend on next year's production... Whether 2025 can turn the situation around will rely on tightening measures. Once energy becomes tight, asset flows will be reshuffled directly, so keep a close watch. The current drop in oil prices is actually a warning to the macro environment—don't just look at the surface. Is there hope for oversupply to be resolved, or will it continue to bottom out? Tightening production in 2025? I'm still a bit pessimistic; this cycle is far from as simple as it seems. The market is betting on a turnaround next year, but reality is often more sobering.

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ExpectationFarmer

· 2025-12-17 08:23

Oil prices indeed underperformed this wave, but the 2025 production data is the key. --- A tightening in production directly reverses the trend? Why do I find it hard to believe? --- Energy is interconnected; a slight change can trigger a chain reaction. Portfolio rebalancing is definitely necessary. --- Surplus dumping like this, do we have to wait until next year to turn things around? --- This cycle requires close attention to production data; it can truly influence risk assets. --- Oil has been falling for so long, now institutions are betting that 2025 output will tighten. --- In terms of macro trends, energy is definitely a barometer; don’t just look at the surface. --- Before the production data is released, it’s all guesswork. Anyway, the portfolio needs to be adjusted accordingly.

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LayoffMiner

· 2025-12-15 22:15

The recent oil price drop is really pulling everything down. Let's see if there will be a rebound next year. --- Tightening of production in 2025 is the key; it's too early to call a bear market now. --- Once energy becomes tight, cross-asset rotation must begin. We need to stay vigilant this time. --- With surplus supply everywhere, let's see if a squeeze can be triggered. --- It feels like some institutions are accumulating positions, waiting for the contraction expectations in .

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DisillusiionOracle

· 2025-12-15 22:14

Oil prices this time are really disappointing, with excessive overcapacity... But I want to see what happens next year; if they really tighten up, that would be interesting. Wait, can production really be controlled in 2025? It seems like just talk. When energy gets tight, the entire portfolio will have to fluctuate accordingly—it's only a matter of time.

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CodeSmellHunter

· 2025-12-15 22:12

Oil prices keep falling, and I really don't understand this move. We'll have to wait for the 2025 production data to save the day.

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airdrop_whisperer

· 2025-12-15 22:08

Oil prices this time really tanked, worse than during the pandemic. Oversupply is dumping, just the old trick. Will production cuts in 2025 help? Seems doubtful; the market has already priced it in. When energy tightens, risk assets also shake, it's probably fate. Honestly, the key still depends on how the Federal Reserve moves next; oil prices are just the accompaniment. Pay close attention to the production data when it’s released; don’t be fooled by short-term rebounds. This cycle, somehow, doesn’t feel like there are any surprises...

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Lonely_Validator

· 2025-12-15 22:05

Oil prices have indeed been disappointing this wave, but if 2025 production really gets stuck, it might actually be an opportunity? --- Anyway, I think people trying to bottom fish in oil and gas probably won't be smiling now; they'll have to wait until next year to turn things around. --- Forget it, macro stuff is too complicated; better to just focus on holding positions and running. --- So, are those still stacking energy assets betting on 2025 production tightening? That's a bit 🤔. --- Oil prices crashing to this point actually makes things clearer; at least no need to chase highs. --- Wait, are you saying that a softening of commodities will drag down risk assets? Then I need to rethink my allocations. --- With oil prices falling like this, have major asset reallocations already begun? --- Whether production tightens or not will only be known next year; for now, just waiting.

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Degentleman

· 2025-12-15 21:48

Oil prices are really disappointing this time, but if production tightens in 2025... hey, the game rules might change. --- It's that same rhetoric of "monitoring the next year" again, but I don't believe it anyway. --- When energy gets tight, the entire portfolio has to shake along, this time it's quite interesting. --- Are the sellers starting to make promises again? Let's wait and see if they can really cut production in 2025. --- Such a serious surge... feels like all asset classes have to go along for the ride.

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