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Jeremy Grantham Divines Oil Industry’s Future

FYI: The simplest argument for the oil price decline is for once correct. A wave of new U.S. fracking oil could be seen to be overtaking the modestly growing global oil demand.
Regards,
Ted
http://online.barrons.com/articles/jeremy-grantham-divines-oil-industrys-future-1423157236#printMode

Comments

  • Thanks. Good read...
  • edited February 2015
    Author covers all the bases. I'm not convinced anybody really knows. I do know that oil's a commodity. Commoditiess rise and fall, often in dramatic fashion. Does an investor need to have oil return to $100 again to make money? No. If you bought at $45 and sell three years later at $60, you've made 33% on that investment. I suspect that would work out to about 10% compounded annually - not bad.
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