This is the third installment of my regular interview series with Hidden Forces’ Demetri Kofinas, providing conversational updates on the state of the oil market informed by my thematic research and leveraging the data in the Global and North American Oil Data Decks.
Many subscribers requested that I include the video of my conversation with Demetri, so I’m trying Substack’s new video functionality for the first time—feel free to let me know how it works for you!
This 45-minute video update is exclusive to paid Commodity Context and Premium Hidden Forces subscribers. As always, thank you so much for your continued support.
