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BULLISHCore thesis · 5/5

Energy inventory tightens despite Strait resolution

The structural thesis presented was that global oil inventories will fail to rebuild post-conflict as expected, exposing a fundamentally balanced market and driving long-dated oil prices higher.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Energy inventory tightens despite Strait resolution · Zortix