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Old 10-14-2021, 08:42 PM   #6351
burn_this_city
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OPEC is sitting on 5Mbpd of cut capacity, they're the only ones driving the bus now.

I get the overall sentiment, but until this year they weren't even buying anything from SA and Russia. North America was largely energy self sufficient in 2019/2020. A ton has changed in the last 18 months, shale freight train that made us look redundant is no longer rolling.

Last edited by burn_this_city; 10-14-2021 at 08:45 PM.
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