A tell on energy
Management has clearly been way to optimistic on energy. It will be interesting to see if management allocates the percentage of blame between the science vs the political obstacles. Kirk has previously said the company allocates more employee resources to energy then any other area. Given his respect for the balance sheet if Kirk does not cut any employees we may be able to ascertain his confidence is still high. Will be a very interesting call. If he speaks in his normal convert ways I fear continued pps pressure.