Comments
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ARWhat's missing for me is a view on the where the dollar goes. Strengthening dollar, all else equal means lower oil price, and weakening, the reverse. What is the view here?
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SPGreat presentation so far - a huge point emerges here though. With China leading the marginal demand equation, stockpiling like crazy and being the biggest energy investors in overseas oil/energy assets the past decade or so, it begs the question of whether China's interests lie in seeing a lower oil price into the Aramco IPO. That would potentially give China a leg in to a huge reserve supply (we think??) at a much lower cost. Oil for thought !!
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JGreat job Raoul , what's with the music?!
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TSThis is such a great series!
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SJUS shale producers will continue to drill and produce. The cost of an oil & gas lease in shale areas (Oklahoma and Texas) is running between $5000.00 - $40,000.00 per acre. Depending on the number of acres in a drilling unit, each drilling unit/location can cost millions. They really have no other choice, they must drill to maintain those expensive leases. or the lease expires worthless after the initial term. Oil and gas operators have paid billions for shale lease, they will continue drilling.
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JAI love the music
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BFone word covers the entire presentation-BRILLIANT
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BGThe thinking behind the oil space incentives for all the players is great. Thanks!
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JDGreat Work Raoul... Lots of Interesting angles...
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CGOpen for discussion, but is there any reason why Saudi can't unpeg from the dollar? What would be the consequences..........