CFZ E-Wiggle Workspace Message Board

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Strategies & Market Trends : CFZ E-Wiggle Workspace

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To: skinowski who wrote (41356)	10/18/2025 11:03:18 AM
From: robert b furman	Read Replies (1) of 41391

Hi Ski, Kinder Morgan who had terminal storage topped off during that pandemic glut. It boosted their next quarter. Free oil what a deal.gold was deD MONEY AN Commodities have a way of changing roles. In the 70's gold was dead money and oil went up ten fold. Today it has fipped to the opposite. I think a rversal to the mean is upon us. When the awareness that peak shale oil is upon us and AI data centers start to devour fossil fuel electricity generation, both crude and natural gas will reverse the valuation. As Jeffrey Currie (ex-commodity guru at Goldman and now with Carlisle) says it will be the revenge of the industrial's. A synchronized global commodity boom will surprise many. The millennials who still are brainwashed on renewables, won't see it coming. Bob

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