Ungani Ring Road Construction, page-15

Hi just..
Just to clarify is that 1.3m bopd?...sound right.
This year they must need.. 1,803, 000 bopd at least ...especially that last 3000.
They say price is all driven at the margin, so no escalation in Syria will see it fall back, and vice versa.
The vibe is that those pull backs will be buying ops in the greater realisation that... There is no glut!
In fact quite the opposite, just as the public got used to.. Lower for longer rhetoric.
People spotting the paradigm shift early, hopefully us here, will do very nicely.
Remember...



Cheers all tc