""Investors today are concerned about near-term oil surpluses due to COVID-related demand destruction as well as OPEC+ price wars. In our recent webinar we discussed these forces in great detail and we invite you all to listen to the replay. While the near-term market is certainly challenged, longer-term issues will surround the huge shale collapse that is now taking place. It will be impossible to restart this growth once oil prices recover, because the fields are simply too mature this time. At the same time, there are talks that upwards of 10 mm b/d could be shut-in permanently from old and uneconomic wells globally. These volumes will never come back and will only make the future price action more severe. To put this in perspective, 10 mm b/d represents nearly a decade of global oil demand growth.""
Vamos, q según ellos, el shale oil petará, y no volverá a producir igual, y q cuando aumente la demanda, se necesitarán los off-shore drillers para satisfacer la demanda creciente...a medio/largo plazo ven precios altos de oil e inflación....
cómo lo ves?
aquí tienes la carta: