We gave Doug, who’s not in the O&G business, a video to watch and interpret in his own words. Here’s what he came up with…
- After a confusing and muffled start about a “morning meeting” we’re off and running with some point blank questions to Adam Longson.
- You get the feeling from Longson’s backdrop that he has some association with Morgan Stanley.
- Longson likes, in addition to working the “shifty eye” routine, to lean on random examples from the 70s, 80s and 90s.
- If you’re a fan of vague unreadable graphs… welcome to your wheelhouse.
- The days of $100 per barrel are over.
- In the news flash of the decade, it seems OPEC makes moves to try to find ways to make more money.
Some highlights… (click here to play video)
:31: Impressive turn of the phrase “Net debt to GDP.”
1:00: The host is really getting a kick out of herself and her upcoming question.
1:10: A nice distracting run of misleading and pretty unreadable graphs.
1:39: If you’ve worked for, or know someone, who worked on the Texas Railroad Commission in the 70s, you just got thrown under the bus.
1:47: Graphs are back — each one more unreadable than the next. But there is a nice transition between the two. Kudos to the design department here.
2:00: Time to get your hedge talk on in terms of what and when oil producers are purchasing.
2:44: Our host/interviewer is either practicing for a drumming gig after the show, or just really wants to drive home the importance of her big question about oil price by flailing her fist around.
2:59: Mr. Longson channels Flava Flav…. “Don’t believe the hype.”