the best performer in the past two years in a row are we poised for a three-peat we're joined by dan pickeringt with you. big shoutout from some folks and ceos and ole companies they all love your work and reading what you write to thank you for coming on the show >> thank you. >> oil is big lately quietly where is the next directional move for oil >> directionally, should continue to head higher for the simple reason that china is reopening. and the asset class, we've been talking about this as well, continues to move higher somehow people -- the oil creators forgot about it it is time for them to move higher now i'm not saying it's going to be a straight line still concerns about u.s. recession and, of course, you put chinese right now but in general, how much they can grow by and, you know, already as you have seen, big declines in european demand. still has global demand growing by 1.3 million barrels per day there is a lot of upside to that number oil prices should be well above $100 this year the question is timing with it we still have a line down. we have refinery mate tennance seasona