YGRN - Exxon EOG And Oil

• The simplest approach is to look at expected fossil fuel liquid production versus WTI to guestimate revenue growth and the market pricing response.
• Well-operated companies have nearly always added operating efficiencies which tend to surprise on the upside. Exxon Mobil and EOG Resources fit this description.
• Today, E&P companies are producing at ~20% less than 18 months ago, while consumption is normalizing.
• WTI is the likely key to stimulating higher production once it comfortably reaches and holds at a level that promotes additional supply. Only corporate management knows what that trigger price is.

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