Pierre Andurand on How We Might Get $200 a Barrel Oil
Odd Lots
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Navigating Oil Supply Dynamics
This chapter examines the intricate relationship between physical oil supply and market trading, highlighting risks of supply squeezes and the importance of price discovery. It discusses the slow U.S. oil supply response to rising prices, the challenges of transitioning to renewable energy, and the impacts of geopolitical tensions on Russian oil supply. The conversation also touches on economic resilience amid fluctuating oil prices and the evolving role of OPEC in the current market landscape.
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