MacroVoices #349 Rory Johnston: Crude Oil Outlook & SPR Discourse
Macro Voices
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Oil Market Volatility
I think I have officially retired my support of the price cap. The execution is kind of where this is going to be made, and that execution has been very, very poor. To your question about how much are we going to lose? I agree. There's more of a chance that we lose crude at this stage than we gain it. All else equal, it's still going to be a bullish event on December 5th from a fundamental perspective.
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