The oil market is in a tough spot right now. The recent price increase already has OPEC+ extending cuts priced in. If OPEC+ decides against extending cuts, oil prices will drop vertically. It will take months before excess oil inventory is removed and thereby delaying oil market rebalance. Currently OPEC+

Oil Supply and demand should balance out in Q2 2021 though we could see a balance as soon as Q1 2021. In the past 2 weeks, we’ve seen a rise in O&G equities, and to me, this is exciting — but seems like all too soon for my liking. I’d

I would listen to this.

I spent an hour of my evening listening to Art. Definitely recommend!

When are we going to get the vaccine!!? Well, here’s a status update. source: https://www.wsj.com/articles/covid-19-vaccines-whats-coming-and-when-11598882964 Thoughts What are the chances that all 10 vaccines fail in Phase 3? No clue. But if I have to think from a country leader’s point of view, one of these vaccines must pass testing