The facts have changed. How so? US oil demand is starting to trend higher, one of the key indicators we pointed out in our article last week. OPEC+ announcing a production cut of ~2 million b/d with a real impact on the oil market of 0.8 to 1.1 million b/d.
Thanks
Your posts have helped me have the confidence to stay with the oil stocks I hold, and buy more following your recent gas / oil purchases.
The roller coaster is finally pointing up again :-)
Cheers and thank you for being a subscriber!
Thanks.
I have one question. Does the chart above include the 2mbpd demand fall assumption?
It does not.
Thanks - recent subscriber - are there any specific names you think worth looking at to benefit from this? Or a post you can point me towards? Thanks!
Here you go: https://hfir.substack.com/p/energy-stocks-are-stupid-cheap