A slightly unfair and myopic analysis Aqua.
When it comes to O&G and O&G stocks excluding the US and anything to do with the US out of the conversation is like talking about chocolate bars and banning any conversation about cocoa.
The US is intrinsic and integral to any discussion about O&G otherwise I'm not sure how anyone would make any objective assessment of the market.
Maybe a little less chastising and a bit more argument wouldn't go astray.
Cheers
BW
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