GENGF - Variant Perception: Some Of Our Most Confident Contrarian Ideas On The Energy Market Today
As we look at the oil market today, the deja vu feeling of Q2 2018 is getting stronger and stronger.
- For starters, our estimate for the incoming US crude storage draw is going to be a massive tailwind for not only fundamentals but also sentiment.
- Second, our deeper understanding of Saudi's oil policy gives us the tools we need to avoid another flip-flop moment in 2018.
- Third, our focus on the issue of crude quality leads us to believe the market is completely blindsided by the incoming tsunami wave.
- Lastly, the market appears to be