Oil Sector Analysis: Huge Opportunity or Value Trap? - Rob Fuhrman

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Rob Fuhrman is the Senior Investment Analyst at Katusa Research.
Katusa Research is an independent investment research firm founded by Marin Katusa, which invests in world class natural resource businesses. Rob works alongside Marin Katusa conducting due diligence, structuring financings and raising capital for the junior and mid-tier resource sector.

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He is adding the demand from China on that graph to make a case for higher oil prices and that's great. However, there's another option - demand from China could crash and as a result so could the oil price. There are already lots of sings that China is rapidly slowing down even according to their own probably unreliable stats. So my guess would be that the oil price is going down probably down to $40 or even a bit lower. Just my opinion.

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so, are you betting on fed to cut its rate?

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