Brayden Dennis
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Appearances Over Time
Podcast Appearances
And then you have to look at the oil supplies that was lost during the war.
How long will it take to actually get that back online?
I mean, 11 to 14 million barrels per day is not insignificant.
And then you talked a little bit about the strategic reserves.
I mean...
The governments around the world released a whole lot of these strategic reserves and the U.S.
I was looking at, it hasn't been this low in decades for the U.S.
Yeah.
And governments get into an issue, even if everything is resolved in the next like 60 days and everyone, you know, sings Kumbaya and everything is good, like as it was pre-war.
Like governments can't start refilling these strategics reserve extremely quickly because if they do, then they put upward pressure on oil prices.
So they have to strike that balance between refilling them, but not refilling them too quickly so it doesn't push oil prices higher.
There's a whole lot of questions, and I think the market is just maybe too focused on the AI trade.
I'm not quite sure, but seems to think that there is not all of these risks involved.
And that's been a bit of a head scratcher for me, at least ever since this started.
Yeah, I mean, it could be.
I think, yeah, no, that's a very good point.
I don't know.
You just see all of these things, all of these risks, and you just wonder at some point, like, something's going to break.
I'm trying to make sense of it, but I just can't make sense of it.
If you start listening to some experts and all of these things work and just kind of start digging a little bit, then just the headlines on what's happening in the AI space, I mean, there's a whole lot of risk for the global economy right now that just...