“i recognise your argument clearly and happy to acknowledge your senior understanding of trading energy....“
Not merely my understanding sans any substantive basis, but the considered opinion of the International Energy Agency.
And when it comes to taking cues on oil demand fundamentals, if given the choice between the folk over at the International Energy Agency or … uh… Scott from HotCopper, I suspect quite strongly that most reasonable people would go with the former.
A suspicion that is based on - I dunno - a mere hunch.
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