Re Oil
My take is that u have strong unity in Opec, tks to Vlad keeping the lads on message, or else….with MBS in Saudi adding to the no messing idea. U have serious demand issues, tks to Net Zero causing minimal to less exploration/investment….combine the two and short of a serious recession prices will stay bid and even a serious recession, will see production cuts by Opec …..
Plus at some point the US has to replenish it’s Strategic reserves.