massive cashflow boost last year due geopolitical events...

massive cashflow boost last year due geopolitical events boosting oil price above what it would normally be in an inflation environment.

With middle east tensions brewing now that could go boom and oil price spike again but on the flipside is a global recession looming.

For me Senegal and European focused oil supply is WDS new cashflow opportunity in the 2 year time horizon.

Lack of exploration and peak oil before peak population means oil producers will do well till nuclear and EV can fill the demand , china building lots of nuclear power plants sets the scene for a nuke/ev future but idk if there is enough lithium and battery metals to go round. There might be a long and expensive ($$$) tail on fossil fuel is my bet.... Im hedging with Nuke and battery metals