Bison Interests
@BisonInterests
Houston-based investment firm focused on publicly traded energy equities. Read our latest insights on the energy space: http://bisoninterests.com/content
In summary, the oil market exhibits a growing structural imbalance. 🔻 Underinvestment across upstream 📉 Declining shale productivity 📊 Falling rig counts despite resilient output 📈 Demand exceeding forecasts Unless prices rise to incentivize meaningful CapEx, the risk of a…
The central argument presented for oil is that sustained underinvestment in the oil industry, coupled with a deceleration in shale production growth and increasing global demand, will likely result in higher oil prices in the future.... This expectation is based on several key…
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Bison oil market analysis and opportunity @Josh_Young_1 referenced: x.com/BisonInterests…
Oil Market Update: Tight Despite OPEC+ Adding Barrels
There needs to be much more global oil capital spending. This may be induced via much higher prices. x.com/BisonInterests…
Over the longer term, the industry has underinvested in oil and gas exploration and development. Low prices and investor pressure to prioritize returns over growth have led to a structural decline in spending.