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发帖数: 5829 | 1 Export Land Model
The basic idea is it's not the global production of oil determining the oil
prices. Rather, it's total exports by oil-production countries, and it's
decreasing at a very fast speed because when oil is becoming scarce in these
countries, the governments began to restrict oil exports to satisfy their
own demand first. By this argument, both Mexico and Russia will have zero oil exports in several years.
http://www.investorsinsight.com/blogs/john_mauldins_outside_the_box/archive/20 |
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