Are We Seeing Pieces of The Puzzle To Support Saudi View Permian Reaches Peak Supply Years Earlier Than Most Expect?
TMX Is Needed Even More Now, Mexico Oil Production Looks To Be Returning To Growth And More Exports To US Gulf Coast
Chevron’s Kitimat LNG Expansion Plan Points To A LNG Canada Phase 2 FID in 2020 and A Continuous BC LNG 2020’s Runway of ~6 bcf/d
A Big Plus To Post 2020 Oil If Saudi Is Even Directionally Right That Permian Plateau Is “In A Year Or Two Years or Four Years”
Exxon’s Math Calls For Overall Global Oil Decline Rate of ~7%, A Very Bullish Argument For Post 2020 Oil Prices