EIA forecasts crude to hit $50 in 2026, lowest since pandemic. OPEC floods market, US rigs shut down below $70 breakeven

EIA now sees Brent crude falling below $60 by the end of 2025 and averaging around $50 through 2026. https://www.eia.gov/pressroom/releases/press573.php The US rig count is already in freefall. It’s down to 411 this week, from 487 in January. Back in December 2022, there were 780 rigs running. That’s a 52% collapse. https://tradingeconomics.com/united-states/crude-oil-rigs OPEC+ has reversed …

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5-year breakeven rate just surged to its highest level in nearly 2 years.

"Tariffs are not inflationary" 5-year breakeven rate just surged to its highest level in nearly 2 years. pic.twitter.com/J6KIAhpiY1 — Otavio (Tavi) Costa (@TaviCosta) February 3, 2025 Trump is upset that Europeans aren't buying enough U.S. products. But Americans aren't buying enough U.S. products either; that's why we had a record $1.2 trillion trade deficit in …

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