Chris Hill: There is a fear that the US may have topped out or may soon be topping out. He says there are very few market analysts who predict that the US will substantially exceed the rate at which was producing oil pre-COVID in the next few years, if ever. If that phenomenon coincides with an especially unified Middle East with Saudi Arabia taking the charge to resolve all of the sort of family business internally and to be aligned with China and Russia, it's probably pretty bullish for the price of oil in the next two to three years.

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