Why the Permian is the GOAT!!!......andWhy Canada & Canadian producers are getting the big shaft....from everyone. This is a MUST SEE interview, probably one of the best ones in some time and will give anyone, whether novice or not a VERY valuable & quick lesson in the O&G industry. Especially so, if you decide to invest big money in the sector. The interview doesn't mention Canada specifically by name, but it does mention several issues that are plaguing companies/operators who aren't performing well. And they arent. Of which of course, Canada & Canadian eps have several of those problematic issues they mention on their hands.
I don't agree with everything the interviewee says, but i do agree with 90% of it and he's on point & very accurate with most of what he states. I find this person quite knowledgeable and fully agree to where the sector is right now and where it's headed.....and of course with FULL edorsement & confidence in the GOAT the Permian basin.
This is quite interesting & enlightening.....so i strongly suggest for folks here to make the time to view it.....and maybe......just MAYBE some of the foolish people on these O&G forum might learn a thing or two in this sector of the market. One of the better duscussion & interviews for sure and extremely on point....
Better if you can listen to it in its entirety, and it gets more interesting as it progresses, but you can probably avoid/skip the stuff after the 45 min mark which deals with AI/energy. Enjoy!
https://www.youtube.com/watch?v=dcyEo98Vc1Y
GLTA