Jan Stuart
Global energy strategist at Piper Sandler and experienced oil-market analyst, known for in-depth supply/demand analysis and commentary on global crude markets.
Best podcasts with Jan Stuart
Ranked by the Snipd community
9 snips
Feb 20, 2026 • 38min
Why Everyone Was Wrong About the Global Oil Glut
Jan Stuart, global energy strategist at Piper Sandler and veteran oil-market analyst. He untangles claims of a global oil glut and explains China’s inventory builds. He breaks down recent OPEC supply moves, late-2025 disruptions, and why U.S. shale still grows. He maps where future supply and demand may come from and why 2026 could surprise markets.
Jan 19, 2026 • 24min
What’s Next For Oil With Jan Stuart
Jan Stuart, a Global Energy Economist at Piper Sandler, delves into the intricate world of oil markets. He argues that oil demand won't significantly decline until the next decade and could rebound by 2026, driven by sectors like petrochemicals and jet fuel. Stuart discusses geopolitical risks from Venezuela and Iran, alongside the impact of the Russia-Ukraine conflict. He also analyzes the strategic petroleum reserve's role and reveals where investors are currently focusing their energy sector allocations, particularly towards U.S. and Canadian oil companies.
