I don’t know if there is an Energy crowd on Nostr. But I’m telling y’all now. We are short, globally, Supply side oil. Demand really ain’t going anywhere. We need about $3-4 trillion in exploration Capex that has been choked by ESG capital constraints. Plan accordingly.
Discussion
how do you plan for this?
Off Top?? Get petroleum exposure. Best to own barrels in kind, but so hard and expensive. Then royalties, mineral deeds could make a sound currency. Then equities, but make sure they are crude heavy. As long as WTI is $75+ natty gas is going to FLOW from the casing-heads in North America. Cheap Gas and 🚀 Oil
Barrels - difficult
Royalties & mineral deeds - difficult but worth looking into.
What’s the best crude exposure equity in your opinion?