It’s Not About Oil Prices. It’s About U.S. Dominance of Oil Pricing Power
Let’s talk about what oil actually is.
It’s not a commodity story.
It’s not even an energy story.
It’s a pricing power story.
And pricing power is geopolitical sovereignty.
It’s Not About Oil Prices
It’s About U.S. Dominance of Oil Pricing Power
Executive Thesis
Oil is not primarily about barrels. It is about:
Who defines the reference benchmark.
Who clears the f…
