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Doomberg's avatar

Great piece

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Smaug's avatar

I am here because of the great paranoid green chicken. As someone new to markets, I wanted to ask, what books would you recommend for someone interested in fully understanding your work? Also, why don't you have 5000 subs yet? (I am sure you will get there).

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Matt Plickert's avatar

This is also the reason why I am here. And I'm damn glad I'm here. Just now starting to comprehend the smoke screen that is DUCs at the moment.

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Bandanna's avatar

Maybe the problem isn't lack of investment - it could be we're running out of good locations to drill. That oil comes with millions of barrels of water, too. So, what if peak oil (at a price the economy can afford) is real this time?

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Bandanna's avatar

But, what if the issue isn't investment, but a lack of good drilling locations? A different problem entirely with big ramifications for the transition discussion.

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marc ufberg's avatar

What about the technological improvement you mentioned on Odd Lots the other day?

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Tim's avatar

Good stuff. Thanks.

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Jim Edsel's avatar

Excellent analysis

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