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BALANCEDCore thesis · 5/5

Oil price cushion from high inventories

The guest argued that oil prices are only in the $85-90 range despite a major supply disruption because global inventories (the 'savings account') are currently high, providing a buffer that wasn't present during the Ukraine war.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE