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8min chapter
Paul Sankey: Oil Would Be Below $60 If It Weren’t For Saudi Production Cuts
Forward Guidance
Oil Company Strategies and Bitcoin Hedge
The chapter explores the drilling activities of major oil companies, their growth strategies through mergers and acquisitions, and the role of Bitcoin as a hedge against government devaluation. It also discusses the impact of low valuations in acquisitions, the trend of CEOs benefiting from mergers, and the importance of inventory in determining company sustainability in the US oil industry.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode