/biz/ - Business & Finance

Anonymous Fri Jul 15 17:47:23 2022 No.50378198 [View]
File: 351 KB, 1205x867, Candadian logic.jpg [View same] [iqdb] [saucenao] [google]

>>50377604
>>50377697
Canada is uniquely regulated. That's the bet.

Distributors make money on volume (not price), which is going to fall. Brokers make money on set time contracts, which are going to get heemed by supply constraints during a demand spike. Natty gas is pretty well fucked.

You're correct that flight to oil might take some profit off of the top of an EWC trade, but I know enough to know where my knowledge ends -- and I don't know what's going to happen with oil. What I do know is that US oil refining is at 95% capacity with reserves depleting due to supply shortages. The idea that such shortages would just continue indefinitely seems unlikely.

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/biz/ - Business & Finance

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