Weekly Tidbits 5-6-22

Here is an article and a video I thought you may find interesting.

Is the Ice Age Thawing for Oil Companies?

Link here

Great video from White Tundra Investments on the O&G Macro Outlook. It is over four hours but fully covers both the supply and demand factors contributing to higher prices.

I broke it up over a couple of sessions.

His website is at this link and has other great videos on how to properly value an oil company properly.

Link