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The Crude Chronicles - Why Oil has to be $90 a barrel!
·1 hr 2 min·5 clips
Rob Connors unveils a marginal cost model with 95% accuracy that shows why oil's floor is rising to $80.
As heard by us
A data-first oil argument that treats crude as a marginal-cost problem.
Rob Connors treats crude as a marginal-cost problem, tying reserve data, lifting costs, taxes, and reserve-accounting math across more than 70 oil and gas companies to the idea that the oil floor rises when the marginal barrel gets more expensive.
Why you'd press play
You want an oil thesis built from company filings and reserve math, not consensus takes.
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