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The Value Perspective with Arjun Murti pt 2

The Value Perspective

CHAPTER

I Think There's a Path to Ten Million Barrels a Day of Oil

i aly put out a note over the week end that suggested we should focus on generating more good barrels d and have fewer bad barrels. And i think there is a path to having ten million barrels a day of net exports out of north america of oil. Right now, thanks to the shale revolution as well as steady oil sands growth over the last decade,. Plus canada, supply and demand are essentially in barre balance. There's somepluses of minuss there. I am critical of the oil industry for slow footing methane. They understand why they did it ten years ago. It's not ok any more. We should have independent verification and that these technologies are progressing. At

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