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Shubham Garg: Small-Cap E&Ps & Launching White Tundra Petroleum

Value Hive Podcast

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How to Choose the Right Commodity for Your Business

Lloyd Provost: I want to be in companies that can keep their base production flat, flat or low decline. The lower decline assets come with other benefits, which are usually enhanced order recovery projects. Heavy oil is a lot better in terms of enhanced oil recovery, water floods than some of the lighter oils. People who want really extreme rates of growth, you have to be in shale companies because they can grow from zero to 100,000 barrels per day within two years.

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