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One big fear in the oil markets is that global demand growth is slowing, caused in large part by the fallout of Trump's trade wars (particularly with China). This is a legitimate concern that needs to be monitored closely, but amidst all the pessimism, the market is overlooking some other really strong and bullish long-term information. Even if global demand growth slows some, a more structural change could result in US crude production actually falling in the next year or two as opposed to rising. This would bode well for oil bulls and any companies