Thanks DArabie. Refreshing to be reminded of the macro view after the minute by minute preoccupations of others.
2015 is shaping up to be another stellar year given the advanced stages of MLNG & BH and as we all know much more modest capex associated with OSMR.
And from what I've read, sentiment in the O&G sector may turn positive sooner than expected esp if M&A activity ticks up (Halliburton/ Baker Hughes & Technip/CGG are but 2 recently ann. deals)
Already the sector is 3.3% up in the last couple of days after the initial sell down post OPEC.
Go LNG!
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