Energy

A knock-on effect will continue beyond any rebound in oil prices.
It remains too early to call a bottom.
Oklahoma legal battle could hit struggling producers hard.
Major oils are finding it harder to economically replace reserves.
This might be the place you want to be.
Demand dynamics are forcing the Kingdom more toward refining.
Meanwhile, look for a conservative hideaway in the space.
Are new highs ahead?
Which means we all have to adjust accordingly.
U.S. supply keeps meeting demand, even with Middle East turmoil.

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