Macro

How interesting to note the recent events surrounding 'dirty oil and gas'. How many are aware of the Biden administrations approval to drill out the massive Willow project in Alaska a few days ago, or UK's licensing round with 100s of exploration licenses to be granted in the North Sea (Watch FDR here!). This shows us we should not be so quick to believe the political theatre, they are saying one thing yet actively doing the opposite in regards to fossil fuels.

This is the space to watch as the lack of serious investment in exploration post 2015 is starting to crunch.

https://oilprice.com/Energy/Crude-Oil/Are-Big-Oils-Best-Days-Behind-It.html

https://theconversation.com/3-reasons-the-willow-arctic-oil-drilling-project-was-approved-its-the-latest-battle-in-a-long-fight-over-alaskas-north-slope-201935