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Re: EIA weekly"the problem children(public and private) are by the dozens if not 100's. Cumulatively, their output will suffer going forward due either to debt, refinancing or operations that don't work in the new order of pricing" Sure. But remember that the balance between oversupply and undersupply is pretty narrow. Some of the assets of the dogs will end up in the hands of better capatilized entities. And the increased activity of the haves will be enough to dampen any big price moves..... |
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Msg # | Subject | Author | Recs | Date Posted |
347130 | Re: EIA weekly | bankbuyer | 0 | 9/2/2015 8:58:07 PM |