small shalers need sustained oil over 60 - we know have that for at leats a quarter i would say. (oil will get a risk premium for heightedned geopolitics - -pretty much what mmp has been annoying people with for 12 months)
hopefully now we will be able to take advantagae when strip follows for the next two years because iran us aint going to settle within a week and our little orange friend is going to become highly erratic.........the risk of course is he lashes out at all other countries with tariffs and world economy collapses.
anyone that thinks trump is strategic please let me know so we can have an interesting offline conversation at the nearest pub
SEA Price at posting:
16.5¢ Sentiment: Buy Disclosure: Held
