Sharp analysis of conditions for a crude spike 2H15.
Posted: Sat Mar 28, 2015 9:38 am
A persuasive overview of the 1.5% "oversupply," especially interesting, among other things, for its take on natgas
(following Art Berman, it sees export of natgas as folly given the resource base) and the financial warp that
has the weakest shale producers on a treadmill:
<<http://seekingalpha.com/article/3028936 ... fect-storm
(following Art Berman, it sees export of natgas as folly given the resource base) and the financial warp that
has the weakest shale producers on a treadmill:
<<http://seekingalpha.com/article/3028936 ... fect-storm