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OPEC To The Rescue | Rory Johnston’s Cautious Bull Case For >$80 Oil
Forward Guidance
OPEC's Constraints on the Oil Market
I think the factors that kind of coalesced to that perfect storm of a panic market at the beginning of 2022, very few of those exist today. I do expect it to gradually slow, given the fact that we've seen lower prices and frackspreds falling off. But you know, beyond OPEC's constraint, you're still having growth from Guyana, Canada. Mexico is actually surprisingly strong up like 100, 150,000 barrels a day,. These are still liquids in these global balances, Brazil, et cetera.
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