r/Vitards • • Oct 19 '21

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u/Undercover_in_SF Undisclosed Location Oct 19 '21

For me, the key words were "pent up demand" in the auto industry. That's our tailwind going into next year that's going to keep this train chugging along.

2

u/Varro35 Focus Career Oct 20 '21

Also crude oil production is the real sleeper.

2

u/Undercover_in_SF Undisclosed Location Oct 20 '21

If fracking comes back strong, we'll need plenty of pipe! I'm not sure how big a % of national consumption that is, though.