Ready For 2025, Already
“Our country needs America to show the world that our flag is still there, with liberty and justice for ALL.” (Nancy Pelosi)
Summary:
· The “Friend-Shored” supply chain basis, for the New New World Order Green Transition, is secured in US Dollar Terms.
· US scale hydrocarbon production undermines the competitive advantage, and pricing power, of OPEC+.
Abstracts
· OPEC+ strategy extends the US Exorbitant Privilege and relative economic attractiveness/outperformance.
· US “Swing Producer Status” is a disinflationary tailwind for a soft landing.
(Source: the Author)