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A roundup of what The Globe and Mail’s market strategist Scott Barlow is reading today on the Web

I have previously been agnostic about the short-term outlook for crude prices – they seemed driven more by speculative futures positioning than anything else – but constructive on the two- to three -year outlook. The mid-term optimism was based on the abrupt halt in exploration and development spending from 2014 to 2016, which I expected would eventually cause some supply scarcity.

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