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OPEC To The Rescue | Rory Johnston’s Cautious Bull Case For >$80 Oil
Forward Guidance
The Rise and Fall of the Oil Executive
A year ago, we heard this very seductive narrative that oil executive, yes, in 2005, 2013, all they did is drill wells. How has that narrative aged over the past year? Have there been producers who said, you know what, with the price of oil going from 120 to 80, I'm actually going to scale back by production or I'm not going to build all the new wells and complete and drill?" "I mean, yeah, I mean, so if you rewind to last year, the big narrative"
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