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OPEC To The Rescue | Rory Johnston’s Cautious Bull Case For >$80 Oil
Forward Guidance
The Rise of OPEC Plus in a Bearish Environment
The global economy just got more efficient and it needs less oil per unit of economic growth as you see in the jet fuel. It sounds like it's a good story of other bad for the oil bulls. And I think that narrative is really getting muddled in the market. So now we have already a two track market, a two track OPEC kind of target. You know, how do you enforce voluntary cuts? It seems kind of silly.
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