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The Rally Resumes 7/28/23

Halftime Report

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The Catch Up Trade for Energy

Chevron's Permian production hit a record and I added, which are pioneer natural resources as well. Exxon CEO Darren Woods said that he expects oil demand to pick up a 24% this year. And then I want to finish off by saying Saudi Arabia, they want to see higher prices. So I just hear pretty much three bullish views on why you think there's going to be a catch up trade. You don't.

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