Pain before pivot

A major recession would inevitably impact oil demand. That’s the big short-term risk to our Trade of the Decade. But over the course of the decade, we think the other trends are in our favor.

Friday, September 2nd, 2022

Laramie, Wyoming

By Dan Denning

Greetings from the high plains of Laramie, where the summer is coming to a glorious end. There’s a weird divergence in the oil market that we …