Eric changing tone to long-term?Typically he flips a lot...but on each discussion it seems timelines have changed.
Fo Baytex for instance he was talking through end of 2022.
Eventually everyone will hit my timeline. June 30, 2023
At that time
1. Supply shock caused by shale disaster and OPEC lack of spare capacity (see my chart on my blog re: OPEC capex also)
2. Covid dead and gone (with minimal impact from variants)
3. Demand continues to ramp including air travel
4. People still shun public transit and drive
5. Transmountain complete and pumping