tonight if we're going off the charts with the help of carly garner now she is a brilliant technicianso the co-founder and author of "the higher probability of commodity trading" and a commodities expert in order to get a better sense about the oil market something about carly, when everybody thought nat gas was going to $8 she called the top on it and she was right and it's also the top in europe, by the way. major producers have gotten reckless drilling. garner is not worried about them she's worried about the smaller operators. if the big boys won't drill, that doesn't mean no one will drill. see, garner points out that smaller private exploration and production are owned by private equity are now able to access the financing they need in order to ramp up their output in the oil-rich regions of northwest texas and southeast new mexico this could make up half of u.s. production growth. when oil is at $80 a barrel you can't stop the supply from coming on line conoco phillips is going ahead in the paris saint-germain basin fanned conoco breaks it, well, others will follow conoco was d

>> 30-year -- >> which is first, working on the chip shortage or the workers shortage >> carly garnerartist, said oil has peaked 30 years, if you look at the chart, this week. this week. >> the seasonality >> the seasonality right now. this week. look at the chart. >> wti is below 80. >> right here, right now. >> it's on the move, though. what do you do with that you sell chevron what do you do >> i like chevron, but you with go buy -- you know what the most important note was this morning? it wasn't the signet numbers or hubspot. it was a note i read about the top truist -- david, truest, that -- water -- is the most -- they're says west rock, pkg, i.p., top, top, top. if you have a top in chemicals, if you like at dow chemical, you've been a top in chemicals, and liner board, what you have is a top in inflation. my father sold that for a living when the cycle broke, he would put his boxers on, and go in the bedroom, and my mother would say don't you dare bother dad. it was kind of "death of a salesman" rap. it was the same one that lee j. cobb had. >> i was biff. >> you weren't happ