https://www.youtube.com/watch?v=ZckptnbWHa8&ab_channel=AdelaideCapital

Slide 6 and 7, very good recap ! 5 min. 20 sec. to 13 min. 30 sec.

Rafi said load and clear :

Energy Market, it's a supply issues !!!!

Not negative on gas, but more bullish on oil !!!