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SLBBULLISHCore thesis · 5/5

Energy equities attractive on future supply deficit

The bull case made for energy equities, particularly oil services, is that they are discounting a future supply deficit driven by depletion and underinvestment, not needing a near-term oil price spike.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
SLB: Energy equities attractive on future supply deficit · Zortix