I turned my laptop upside down to see if a dated Brent graph would look like a covid19 graph. Not really. The POO has only recently caught up with the reality of Delta.
I reckon it is two pandemics. The world just about recovered from Covid. This Delta seems to be something else again. Then you have vaccine rollouts. They appear to be very effective but not 100%. And don't get me started on vaccine take up.
Long term- post Delta- I am still bullish- I would not dare predict when that may be- the glorious future for oil and gas between recovery from Delta and the onset of the zombie apocalypse.
Stay safe all.
IMHO DYOR
WPL@$30, page-1295
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