Journal to portfolio afterlife

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Demand continues to grow worldwide and particularly in developing countries, while the marginal cost of supply continues to rise due to services cost inflation, under-investment and regulatory burden. Ultimately, it may take years of much higher oil prices to incentivize producers to overcome these hurdles and invest in new production. Meanwhile, oil and gas producers and services companies will likely continue to benefit disproportionately, offering their investors a compelling opportunity.

 

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