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OILX - The Chickens Are Coming Home To Roost - Years Of Neglect In Oil Upstream Capex
UBS AG London Branch ZC SP ETRACS REDEEM 22/02/2046 USD 25 - Ser B
Note: This article was first published to HFI Research subscribers on May 26th, 2019. For more exclusive articles like this, please see here for more info.
The oil bulls have always had this one thesis up their sleeves - years of low upstream capex resulting in lower supplies. For the most part of the last 3-years, we've talked about how non-OPEC ex-US supplies would disappoint. "It's coming. It's coming." And earlier this year, we said it will hit in full force by the second half of 2019.