Zortix matched this thesis to Oil & gas ETFs as one way for retail investors to get exposure. Not a recommendation.
Americas' oil growth is geographically and geopolitically constrained
The guest argued that while oil production growth from North and South America (e.g., U.S. shale, Brazil, Guyana) is impressive, it is not a perfect substitute for lost Persian Gulf supply due to differences in geography, oil chemistry, and potential geopolitical restrictions on exports.
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