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If it ain’t broke, don’t fix it. May 2022 was another excellent month for energy. The S&P500 was dead flat for the month (+0.0%), while Diversified Energy added +14.8% (S&P 1500 Energy, S15ENRS). As US upstream companies and OPEC+ continue to exhibit capital/supply discipline, the macro story, both for energy and the global economy, remains the story…