Agree
and there is plenty of US political support for POO being north of USD60 to keep the US shale industry sustainable and profitable. And if the market doesn't get there on its own, the yanks aren't beyond a little intervention now and again also, They can also alter US domestic fiscal policy to reduce the shale break-even by changing taxes, so yes, great transparent leveraged play on shale.
Wazz
Looking forward with AKK, page-3
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