Oil Industry Is Over Leveraged And Needs $65 Oil – ValueWalk Premium
Andy Hall Hotelling Theorem

Oil Industry Is Over Leveraged And Needs $65 Oil

The oil industry is overcapitalized, over leveraged and needs >$65/b oil to survive according to a research report issued to clients of Oppenheimer.

According to Oppenheimer's analysis, the prevailing low oil prices are unsustainable in a world accustomed to $100/barrel oil. High prices accelerated industry cost inflation, boosted oil supply and curbed oil demand growth. As a result, the $100/bbl environment to which the industry has become accustomed to has left many producers over-capitalized and over leveraged.

The report . . .


This content is exclusively for paying members.

If you are subscribed and having an account error please clear cache and cookies if that does not work email support@valuewalk.com or click chat.

Saved Articles

The Life and Career of Charlie Munger

Charlie is more than just Warren Buffett’s friend and Berkshire Hathaway’s Vice Chairman – Buffett has actually credited him with redefining how he looks at investing. Now you can learn from Charlie firsthand via this incredible ebook and over a dozen other famous investor studies by signing up below:

  • Learn from the best and forever change your investing perspective
  • One incredible tidbit of knowledge after another in the page-turning masterpiece of a book
  • Discover the secrets to Charlie’s success and how to apply it to your investing
Never Miss A Story!
Subscribe to ValueWalk Newsletter. We respect your privacy.

What’s missing today for many investors is real, straightforward advice.

Especially when it comes to Value Investing and Hedge Funds. 💵

That’s what makes ValueWalk Premium different. Some would say we’re “unusual.”

Our subscribers look forward to clear, easy-to-understand information they can act on.

Sign up for  today for only a few dollars a day and get a 3 day no obligation trial with a targeted 20% discount coupon code.

Cancel anytime during trial and you are never charged.

Limited time offer: For first 50 subscribers