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G'day gents, long time reader but first time poster. I've got significant exposure to the oil futures market via OOO and oil equities via FUEL, having made a play in the medium-long term based on the oil price being as low as it is.Thought i'd share some significant research i've stumbled across by Goehring & Rozencwajg who run a commodities fund. A significant read but basically they see a shortfall in supply by the start of 2021. At $40 a barrel and significant upside, they make some significant points worth considering.CheersDMD
G'day gents, long time reader but first time poster. I've got significant exposure to the oil futures market via OOO and oil equities via FUEL, having made a play in the medium-long term based on the oil price being as low as it is.
Thought i'd share some significant research i've stumbled across by Goehring & Rozencwajg who run a commodities fund. A significant read but basically they see a shortfall in supply by the start of 2021. At $40 a barrel and significant upside, they make some significant points worth considering.
Cheers
DMD
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