Josh Young: “Massive” Currency Debasement to Come From Oil’s Run Higher
Bitcoin Magazine Josh Young: “Massive” Currency Debasement to Come From Oil’s Run Higher Global oil stocks are depleting fast. Bison's Josh Young warns of low usable reserves, $105 fair-value WTI, and hidden upside in undervalued energy assets. This post Josh Young: “Massive” Currency Debasement to
Source: Bitcoin Magazine
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Aramco now says it will take two years to rebuild global oil stocks — meaning the depletion is structural, not tactical. Young pegs WTI fair value at $105 when less than 10% of stated reserves are actually usable. The market is pricing in supply normalisation that cannot physically happen.