Nate's latest on oil
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Jon Freise
Apr 29, 2026, 11:43:49 AMApr 29
to Transition Twin Cities
Nate did a great interview with oil analyst Rory Johnston. Together they put the size of the current disruption into context. Like the demand disruption needed to offset this loss of oil will need to be roughly the demand reduction that happened during covid lockdowns. But this time via higher prices. And then longer term considerations.
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