Interesting listening from Daniel Gladis, a hedge fund manager who believes that oil should get to $200 a barrel and that there will be shortage in the future due to developing nations increasing their usage. A lack of exploration and investment by big oil over the last 10 years as another big problem.
https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5hY2FzdC5jb20vcHVibGljL3Nob3dzLzhjNTYwYTUyLTg0ZmYtNGIwNi1iODE5LWY0ZTliZDZlODVlZg/episode/NjJkYTM3ODczMzg1ZjgwMDEyNzY2NzAz?ep=14
Majors looking for ground, page-210
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