Tag: AliBaba

Notes From The Spring 2016 Grant’s Conference

Notes From The Spring 2016 Grant’s Conference

Note From The Spring 2016 Grant’s Conference by @ChesapeakeCap Grant’s Conference – David D’Alessandro – Long Oil Peak oversupply of 1.5-2m barrels/day; started 2016 with 600-700k which isn’t weather adjusted (El Nino). 3 buckets of supply North America – modeling down […]