Interesting article on oil

Greg Dean's picture

We have spoken at length about the thesis supporting our negative view on oil prices. We have spent a great deal of time not only understanding both the supply and demand drivers for oil, but also speaking to stakeholders across the value chain (refiners, shippers, producers) to ensure we understand it from a global perspective. I want to pass along this article, which highlights many of the concerns we've identified.

Oil Shockwaves From U.S. Shale Boom Seen by IEA Ousting OPEC

Add new comment

We welcome your comments and questions for the Cambridge team and will respond as soon as possible. Please note that all comments are reviewed for their relevance to the topics discussed in the blog, and that comments may be edited.