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Michael burry post on Venezuela oil
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Deltamudd
Posted 1/5/2026 20:11 (#11498582 - in reply to #11498558)
Subject: RE: Michael burry post on Venezuela oil


Turns out you can eventually drink up all the milkshake I guess.

But Im skeptical on that. Maybe shale has started to decrease but a new method will come along or a new reserve will be discovered. I think this is just the seeds of a narrative being planted for why prices will eventually skyrocket imo. But that’s a little conspiracy theory for most I’d guess

Smart guy one time told me that we will continue to need more oil and they will continue to find new ways to get it


Fun fact about “there will be blood”. It released the same year as “no country for old men”. Two of the best movies in the past twenty years. Those were peak


And then 2008 crude saw a massive run followed by an even more massive crash.


Funny how “landman” is kinda the new hot show at the moment.

Edited by Deltamudd 1/5/2026 20:16




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