Energy sector math doesn't add up (this is why smart money is buying)
Supply growth: 1.8M barrels. Demand growth: accelerating. The gap is obvious...
Hey there,
The International Energy Agency projects only 1.8 million barrels of daily supply growth in 2025.
Meanwhile, demand keeps expanding and U.S. shale producers need $65+ oil to drill new wells - but they're cutting spending instead of increasing it. Access full story here.
-Christopher
P.S. Energy stocks gained 2% while the S&P 500 dropped 0.7% during recent conflict days - the rotation is already starting. You really need to read this before it's too late.