imaginima Thesis Oil has been on everybody's mind in the past few weeks, with a number of developments that have driven prices to the lows of the year: Data by YCharts Spot WTI plunged as low as $66/bbl before staging a modest recovery. Fears of a potential recession coupled with weak China demand and an aggressive OPEC have been responsible for the current state of affairs. At this macro juncture, with many uncertainties outstanding, we are of the opinion that the best way to play an oil recovery is via st ...