1. Kangeo The only fly in the ointment is the DPR projection for the Permian in the DPR section above. Is…

  2. So can we all agree that Permian has entered a plateau phase? Appears to be nearly 12 months since peak…

  3. FWIW Morgan Downey has a live net oil-importer strategic reserve exhaustion clock/timer: https://oil101.morgandowney.com/chapters/iran-strait#outlook Current forecast is for appx. July 7,…