6 Comments

You’re making a good point about low Saudi spare capacity. What about the UAE though? Aren’t they always complaining their OPEC quota is too low?

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I would differentiate ability to grow with CAPEX vs true spare capacity where you can quickly pump a lot more oil. UAE definitely posed to grow and like Saudi does have a bit of spare capacity today.

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Thank you very much Arjun. Great Saturday morning reading. You probably are restricted from giving specific or even general recommendations but I sure wish you could.

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thank you Martin. And that is correct that providing investment recommendations has a bunch of complications.

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The comment section on Super-Spiked is high quality, I notice the commenters always try to respect the boundaries with our questions.

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Thank you Investor and would agree. Thanks to folks like yourself and many others. I am pretty fortunate to have a high quality, respectful subscriber base.

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