Aramco's Nasser: The 'Scarily Thin' Oil Market
Alex and Jordan break down Saudi Aramco CEO Amin Nasser's Oct 5 Energy Intelligence Forum speech: 'scarily thin' global oil stockpiles, the 2-year restocking timeline, the Hormuz chokepoint, why refined fuels are the worse squeeze, and the investment read-through for oil into 2027.
The skinny
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