Kaoboy Musings

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Re: Oil Export Ban-Could the Admin be THAT stupid?
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Re: Oil Export Ban-Could the Admin be THAT stupid?

Two days ago, I was literally half-joking to the O&G management team that I advise about this possibility as my main concern, however unlikely.

Michael Kao's avatar
Michael Kao
Oct 07, 2021
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Re: Oil Export Ban-Could the Admin be THAT stupid?
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Yesterday, apparently, it became an official talking point.

I believe that this talk + the SPR talk were the 2 main culprits behind the recent oil correction, aside from the obvious point that the market had been on a crazy tear and that nothing goes up forever in a straight line.

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