AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
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?