Andrei Jikh, relaying ExxonMobil's senior vice president: USO will rise

The window it was checked over

USO closing prices, adjusted for splits. The shaded span is the one-year window: it starts at the first close after the video went public and ends at the last close on or before one year after the day the video was published.

What was said around it

have paychecks to invest that money every 2 weeks. Right, the moment that AI displaces those paychecks, the very thing that these companies are exploiting, right, that starts to get smaller. There's less money for them cuz they got rid of their own workers, which is another reason why this window might be closing and why these companies want to go public right now. But remember, there's also the Strait of Hormuz. It's been closed for 3 months due to the Iran war. ExxonMobil's senior vice president went on stage at a conference in New York and said that oil inventories are going to hit critically low levels within the next 2 to 3 weeks. And when that happens, the price of oil goes up. His estimate was $150 to $160 a barrel. If that happens, that would mean every country that imports oil, which is most of them, they'll suddenly need a lot more dollars to pay for this oil. And when countries need their dollars fast, where do they go to get them? They sell whatever dollar-denominated assets they own. And the biggest dollar-denominated assets most countries hold are US Treasury bonds. So, they sell US Treasuries. And when you sell Treasuries, interest rates go up cuz the US needs more buyers.

What a person said is shown in their own words and is never translated. The link goes to the exact second in the video.