According to @Andre_Dragosch, higher ISM readings likely require higher oil prices, with the move commonly driven by two catalysts: reacceleration in China/India/emerging markets and geopolitics, source: @Andre_Dragosch on X, Dec 2, 2025. According to @Andre_Dragosch, ISM is largely geared to growth in the US shale oil industry, implying traders can monitor WTI/Brent trends, EM growth impulses, and geopolitical risk to anticipate ISM surprises tied to shale activity, source: @Andre_Dragosch on X, Dec 2, 2025.