DUC'sDon't mean to cause an arguement but I do agree the DUC's will not go to zero IMHO.. they may not be replaced one for one but there will be more added the higher the price of crude goes.. remember though most companies are planning to keep production flat and reap the higher prices to clean up the balance sheets and return $ to investors rather than drill for expansion.. but once those balance sheets are favorable you could see a bit of an increase in drilling (crude price depandant) but not the blow out of drilling like we've seen in the past..
I think all parties have learned from the past that a balanced market is best for everyone, as theres lots of profitability even at $75 WTI
Keep the faith..!! ;-)