Zortix matched this thesis to Oil & gas ETFs as one way for retail investors to get exposure. Not a recommendation.
Canada seeks oil export diversification from US
The discussion argued that US-Canada trade tensions are motivating Canada to diversify its crude oil export markets away from its heavy reliance on the US.
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You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.