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Weekly Notebook Review | June 27, 2023

Hedgeye Podcasts

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The Permian and the Oil Space

The oil space is a little bit clearer to me. The one thing I've got my eye on is the services side, which those poor boys can't catch a break. Services are pretty much fungible. All the fact pumps can move around the country wherever the work is. And what we've seen is, you know, people are laying down factories and drilling rigs in response to the Colonel will price and the current 90 gas price.

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