Peak Shale
Decouple
The Effect of Underinvestment on Energy Production
Energy stocks have never been more cheap and we wrote about it, we've written about this extensively. Many E&P companies now trade below their debt adjusted per share PB 10 values per share. They're buying their own reserves as cheaply as possible where they will be rewarded for it. And so the other investment is being caused by two very, very important and fundamental reasons.
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