MANAMA: The crude oil market is currently tight but next year will likely be in surplus, with Brent prices declining into the mid-to-high $70s range, Morgan Stanley said.
The tightness will hold for most of the third quarter, the bank said, but equilibrium will return by the fourth quarter, "when seasonal demand tailwinds abate and both Opec and non-Opec supply return to growth."
Morgan Stanley said it expects Opec and non-Opec supply to grow by about 2.5 million barrels per day (bpd) in 2025, well ahead of demand growth.