Energy Investing - The biggest disconnect between capex and crude in 70+ years - Energy Investing - InvestorVillage


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Msg  421553 of 441787  at  5/28/2022 3:57:52 PM  by

ScottMc


 In response to msg 421511 by  marpincan
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Re: The biggest disconnect between capex and crude in 70+ years

 The futures strip is also a big detriment, if you are hedging future development its closer to $90 than $110, the reluctance of many to loan to the energy industry makes for higher rates, supply chain issues = higher materially/equipment costs, labor shortages etc etc. 
 
 Higher costs all around, makes people think twice....
 
 In the past the early bird would get the material, lower costs and the better people, not so much today. 


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