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[ATTACH=full]146964[/ATTACH]If/when china just give up on covid zero like the rest of us did we'll see energy demand soar again, as will the supply of a lot of the world's stuff, which will bring inflation of everything except energy back down.Pure guesswork but something tells me they're going to just throw in the towel at some point as the expense of lockdowns just becomes utterly unbearable/the rest of their economy goes to hell so much that they have no choice.So yeah, still holding my energy plays. China lockdowns lifting monday, fed meeting the next day, there's some positive signs for this week.
[ATTACH=full]146964[/ATTACH]
If/when china just give up on covid zero like the rest of us did we'll see energy demand soar again, as will the supply of a lot of the world's stuff, which will bring inflation of everything except energy back down.
Pure guesswork but something tells me they're going to just throw in the towel at some point as the expense of lockdowns just becomes utterly unbearable/the rest of their economy goes to hell so much that they have no choice.
So yeah, still holding my energy plays. China lockdowns lifting monday, fed meeting the next day, there's some positive signs for this week.
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