Zortix
Sign in
SECTOR ETFXLEXOPBULLISHCore thesis · 5/5

No single ticker was named. Oil & gas ETFs are one way for retail investors to get exposure. Not a recommendation.

Oil's structural supply deficit post-shale peak

The guest argued that oil is set for a dramatic move higher due to a structural supply deficit, as the era of major new sources like US shale has peaked and no comparable new supply is ready to come online.

Sign in to read the full idea

The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.

NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Oil's structural supply deficit post-shale peak · Zortix