IS the economy lagging the oil market? Lets find out how low it goes...it's not done yet...TBD
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#Shale bear Mark Papa predicts just 400K production growth for US this year. Tells room at #IPTC2020 that OPEC oil will only become more important over next decade. “A change is coming.” Says capital starvation playing a role—BUT bigger role is resource depletion. #oilandgas
Where ever the Low is....this might be the best Long in a Long time...TBD