What Goes Up cover image

`I Need a Solid Panic’

What Goes Up

CHAPTER

Is the Supply Crunch Coming Back Down?

We're seeing all o this rebalancing of supply and demand. And it's hitting commodities harder, not just energy. So our base case is oil is staying elevated for the next 18 months. I don't see the demand crunch happening. You have not seen this wild cat or mentality come back in right?

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