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MP's avatar

Shout out to you for your excellent interview on the Grant Williams Doomberg podcast . Everyone should give it a listen. What is your opinion of Charlie Mungers simple view that we should leave our hydrocarbons in the ground for a later day ? And your opinion on the Montney condensate producers ?

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Daniel Cowper's avatar

Thank you for this. It was a pleasure to read, and the identification of key variables is very helpful. In particular, I wonder - what do the agencies know about US production ramp-up that I don't?

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