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Any small to mid cap Canadian O&G for the next 2 years. Unhedged producers will give you more returns on the next ERs. AbCellera for the 3 to 5 years horizon. Good luck.

Drop the large O&G companies and go for Canadian medium or small producers. You want less exposure to ESG in the next 2 years. Buy LNG too. With the rates hikes banking will make lots of money, but you are over allocated.

Mollusk == Bernie Maddoff

China is forced to move into EV due to energy dependence on fossil. Look what happened in the last 3 years between Australia and China.

Surge Energy Inc, SGY $12.52 Unhedged

The war will extend at least until the US election to justify wrong O&G policies and the ESG agenda. LNG will go a lot higher, especially when EU declared it "green" a few months ago and probably we will follow. The whole O&G sector will eventually get re-rated to allow access to capital once again.