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A Primer on How Oil Has Reflected Macro and Geopolitics

The Breakdown

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Oil and the Cove 19 Pandemic

Covid started a new structural period, and two years later, russia's invasion of ukraine accelerated shifts. I'm thinking specifically about the mega trend of de globalization and a new way of looking at production in global markets. Throughout that commodities in general, but oil in particular, have served as a uniquely interesting representation of what was happening in the broader world.

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