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“In 6 to 12 Months, We’re Going To Have A Big Problem” | Eric Basmajian & Joseph Wang
Forward Guidance
The Future of Oil Demand
There's less investment of fossil fuels and there's more investment in green energy Which is very commodity intensive. As we age people consume, you know, as much or more stuff But they don't produce anymore. We have this mismatch in demand and supply as well So globally, maybe we have not enough commodities, not enough fossil fuels and a decreasing labor pool. That could push up cost cost based inflation as we go forward And that could be a structural shift.
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