It all hinges on Permian rolling over ..looks good...but [img]https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd93fc31f-ff60-4f58-b34b-57f4fb605da6_1364x862.png?utm_source=substack&utm_medium=email[/img]