Been burned down from I think about 23c here but bullish on energy in the general sense, diversification hasn't totally sucked luckily and yeah there *should* be a lift for producers (and hopefully one particular one ramping up in Mongolia) because new investment I expect to be cagey but demand will have a long tail that needs filling.
Being a layperson here and not and industry person but when the cheap, old thing becomes produced less, becomes an increasingly niche thing. Price go up.
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