地政学的リスクと原油 - 直近のカタリストは？

Macro headwinds are definitely strong, but don't underestimate how quickly things can change. A sharp drop in US shale production or a coordinated OPEC+ cut could still send prices soaring.

I agree, it's wild how little some major events have moved the needle. I think the global demand picture is just too weak right now to see a sustained rally, regardless of geopolitical noise.

I'm not so sure about immediate catalysts. We've seen a lot of supply come online, and that's a tough force to overcome. Maybe a hurricane season that hits Gulf production hard?