Summary

David Scott outlined the following reasons for Oil heading significantly lower. They are the Monetary squeeze, the likelyhood of OPEC breaking up, and new supplies from unexpected soruces such as Brazil. These factors combined with a fall in lithium prices enable the take up of lower priced EVs adding to the downward pressure on oil. David's top recommendations is to be long Tesla and BYD, and short OPEC. He’s bullish bonds, both sovereign and corporate, and bearish the dollar. 

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