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OPEC To The Rescue | Rory Johnston’s Cautious Bull Case For >$80 Oil
Forward Guidance
The Impact of Oil Prices on Consumer Spending
Oil can rally in a very late cycle way. And again, I think this is also this view of, you know, demand for oil doesn't typically contract on like an absolute basis in a recession. Well, and not only is the price of oil gone down, but generally we're also well past the peak of our refining prices. So you can still have all of this pressure in the market.
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