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OPEC To The Rescue | Rory Johnston’s Cautious Bull Case For >$80 Oil
Forward Guidance
The US Is Holding Itself Together, but It's Not Gangbusters
The US is not just a massive oil producer, it's also a massive natural gas producer. What isn't really strong in the United States? Distillate, NAFTA,. fuel oil, things that are more associated with shipping and industry and goods, et cetera. I think this big question of like this bifurcated macro demand backdrop is, you know, which one falls? Like which side becomes the dominant side do eventually the strength and consumer balance sheets will win out?
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