Yep and not just supply demand mismatch, but spr's need replenishing which are at multi year lows for US and China. and DUCs have declined 50% in just the last 2 years as well, which is going to massively limit budgets and production quotas. I personally think the energy crisis is going to be a gradual thing we slip into and that we are already there. The market response however, is going to be all of a sudden
Yep and not just supply demand mismatch, but spr's need...
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