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OPEC To The Rescue | Rory Johnston’s Cautious Bull Case For >$80 Oil
Forward Guidance
The Shape of the Contango Curve
Since last September when we spoke, the curve has really flattened out. There's far less backwardation in the market today than there was kind of back in September. The only way we're going to get those is if we finally start to see inventories decline. I just don't expect that we're going in the flat prices aren't going to race higher. But if you look at them in terms of a relationship with prices, the US works more or less as well as the OECD levels.
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