Welcome to the production curtailment edition of Oil Markets Daily!
Variant perceptions are often hard to come by, but when there are no competitors competing against you for a variant perception, it’s much easier to find one.
In the case of Canadian energy stocks, the hatred towards this sector has risen to new heights. As a percentage of the Canadian stock market, Canadian energy stock weighting has fallen to a new record low.
This happened despite the fact that energy contributes just under 10% of Canada’s GDP.
The hatred has, however, fueled the victory for