Convinced I understand the sinister plans of the orange man: conspiracy territory
Let’s cut to the chase:
US oil was decimated by the low prices on energy and so we’ve manufactured conflict after conflict, sanctions after sanctions, pandemics and even enabled wars all in the hope that oil stays above $50 where US oil companies (particularly shale) can actually make a profit
Many smaller US producers were/are overlevered (high debt) and therefore on the brink come 2025 when prices dropped sub $50
Now we have high energy guaranteed through 2027 no matter what, and a lot of supply substitution - and yes eventually when all comes back to normal we might see sub $40 oil as everyone rushes to offset this disruption by increasing export despite OPEC pleas, still…;
What are we left with? In 1 year from now, most oil companies in Us would have paid off their debts by tripling profits (and sure costs adjusted for inflation will rise but anything over $100 WTI is a gold rush)
Now, we see things like SOC who Trump is adamant to help, why? Then you have many like KOS who are in West Africa and Gulf of Mexico (Murica) and those companies stand to benefit the most
Long story short - blowing up just half of all infrastructure in GCC is beneficial to the US and its unsustainable $39 trillion debt in more ways than one:
A) oil company balance sheets clean
B) substituted ME oil with US products for years ahead
C) gov to gov manipulation (through debt facilities/defense)
D) worldwide instability and fear (no absolute center of finance)
E) ironically US becomes a safe haven for big money
F) all in the meanwhile AI indeed pushes SPY to new highs
G) this will create the most grand bubble by 2029
H) this is when crypto potentially kicks in hard even though the stable coin treasury system actually will offload debt onto the crypto bros
I) all in all indeed they are splitting the world into 3-4 centres of power where US maintains control over most energy in the world
J) oil might not drop to $40 even with oversupply since by then we will be knee deep into the ai builds which consume enormous amounts of energy
It is all sad - the age of enlightenment my ass. Any thoughts?
Before you rant fellas the title does say its conspiracy territory - let’s see how crazy it might get.
