Real capital expenditure we've seen over the past past a few decades, we are back to levels that we haven't seen for 20 years. So were seeing results from the major oil companies this week. And we reall need to see them step up there, te a cape, expend in order to insure that do have enough for er oil for for the foreseeable future.
MacroVoices Erik Townsend and Patrick Ceresna welcome Saxo Bank's commodities desk chief, Ole Hansen to the show to discuss what both inflation and the escalating war situation mean for commodities. https://bit.ly/3rYhYXF
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