ORG & BHP – Opportunity Approaches

Chinese energy importers are considering force majeure declarations as the short-term demand for energy is impacted by recent events.

A combination of weaker demand and lower prices sets up an opportunity for investors. Our preference is ORG & BHP and investors should average into any exposure by controlling the position size.

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It’s still possible that a second wave of Coronavirus impact may materialize and markets may once again be under pressure.



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