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Goldman’s Jeff Currie: It’s a Commodities Supercycle, and We Still Haven’t Hit Max Pain
Odd Lots
E S G, the Binding Constraint
Opeck's policy of focusing on what they can control in the market is a very near term balance. It will create a credible threat that will bring investment back into the curve. But to get to this level, i would arguea great discipline has to be maintained by opeck.
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