Energy Market Assessment 12/12/18 A Popular Notion Is Major Crude-Oil Exporters Believing They Are Better Off Selling More At Last Year’s Price. Believing It’s Wrong Has Us Bullish.

March 22, 2019
We don’t believe $60 revenue or less, so U.S. WTI is $50-or-lower makes them better off. Managing supply, like the Texas Railroad Commission did a couple of decades, makes them better off.

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