Pierre Andurand on How We Might Get $200 a Barrel Oil
Odd Lots
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Commodities Under Pressure: The Path to $200 Oil
This chapter examines the critical underinvestment in the commodities sector, particularly how OPEC plus countries struggle to meet oil production quotas due to capacity limitations. It explores the challenges and timelines of increasing investments in both oil and metals, emphasizing the lasting impact of supply constraints on future economic growth. Additionally, the discussion tackles the potential for oil prices to soar to $200 per barrel amidst geopolitical tensions and the complexities of navigating commodity markets.
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