Some good view points over the years here with your views.
Where do you see the correlation of current Capex, supply & demand along with International economics pertaining to supply chains, costs, mergers & acquisitions for energy ?
Oil & gas are incredibly difficult to navigate as per supplies going forward, what is over supply one year is a complete deficit the next for a variable amount of reasons.
World energy companies on average have been reduced due to a lot of reasons and Capex spending with the big boys has been drastically reduced for the sake of divs.
I would love WDS to be around the $25 pricing mechanism and it may very well get to that point.
WDS has the capacity to evolve but a shake up must endure and Goyder needs to go for fresh ideas to come into play for diversification.
Never the less, Capex on scale determines future pricing and yes the US has gas supplies coming on line Capex has been reduced there by up to 80% or more. Politics yes but frugality also for more acquisitions.
Be interested in thoughts.
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