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Worldwide attitudes toward energy supplies have pivoted sharply from “just in time” to “just in case.” Gone are the days when countries blithely assumed that supertankers full of crude oil would arrive at their ports tomorrow, just as reliably as they did yesterday.
The energy world has changed, and there’s no going back to what was.
Two massive, concurrent forces are colliding to create what could become one of the most durable energy bull markets in modern history.
