Movement at the station, game on. I was thinking about the strategic reserve today and I feel like USA being energy independent now will be the political line used to keep depleting. Maybe throw in something about helping allies in Europe. Ok so oil stays at $80 a barrel, not good you say.. but it is being depleted at a rapid rate. The forward looking market forces will see onshore USA oil as being inflation proof if the USA has no insurance against self-sufficiency in energy. The writing is on the wall for a big series of rerates in the next 12 months.
Ann: Unmarketable Parcel Share Sale Facility, page-13
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