RE:Zero plan for Production Growth while robbing shareholders You are missing the point of the current climate honey pot. Any material increases in capex and production will be met by punishment by the market.
Oil companies are shifting to new business models, the dividend has not been reinstated due to better uses for the capital, paying down debt and buying back shares until they re-rate.
If oil prices are going to hold up, which we want them to, capital discipline is the new normal. Drilling to fill is the answer. Groups calling for windfall taxes on oil companies, yet damn near the entire sector trading at sub 10x earnings. And you want to blow all that free cash on growth to drive another bust cycle??
Be patient and let the rerate happen. And give your head a shake, honeypot.