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Will probably meant to point to this page from the Jubak article:
Mar 25 14:03 pm
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All Comments by Phil G. »Should We Buy the PetroChina Stock Buffett Sold? [View article]
articles.moneycentral....
And while price controls in China have had a deleterious affect on PTR recently (in one of its businesses, PTR buys crude at market, refines, then sells at retail with govt. price caps), I think Brand is still right to say that PTR should profit in the long run from inflated oil prices.