The Next Big Trade - Luke Gromen on Why It's Best to "Be Long Energy" Right Now
Real Vision: Finance & Investing
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Is This a 'Decade or Longer Process'?
The biggest marginal producer of oil in the last 10 to 15 years has been US shale. The biggest four basins right now are depleting at a 5.8% per month rate. So over time it will get worse and worse. But isn't the underlying the big event that made this happen, the war between Russia and Ukraine?
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