Just more time to add if you can. Poo is increasing in value but we also see and brk have documented tier 1 suppliers in this patch activating their wi where it exists. To me that's a key driver of positive sentiment in the oil production industry.
sure we have a Eastern European anniversary to navigate but unless the key antagonist has been playing the worlds best shell game and suddenly reveals where the real military machine was hiding all along, we are going to see a significant drawn out stalemate emerge. (Awful outcome that I only could just wish away...but I am stuck with the rest of the world contemplating what 1800grams of grey matter in some skull is going to do..)
This I think will mean pressure on niche oil producers and various regional areas to continue into production. Brk should continue to thrive as their wells of interest come on line and others where brk have wi and will also get focus from their own key backers. I still think it's the right place to be.
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