CVN management, page-17

when one thinks about it....this has been on the cards for some time.
The yanks have been producing for more than a year, and some of the companies have toned down or stopped drilling because of the oversupply and lowering of prices. A smart cookie (not me) would have been shorting some time ago.
So my question to you is....you wrote "The game has changed"....how does that affect the costs of CVN going forward? It's perceived value lessens obviously if prices stay where they are....and I can see no reason why they couldn't actually go lower , not only because of present production , but because China is slowing down...or stabalizing.
Does the lowering of oil price affect CVN (other than their share of Thai oil?)