Over the past decade they’ve become globally significant E&Ps. Their costs have fallen and productivity’s risen – and match ExxonMobil’s. In Forget Next Year’s Commodity Prices: Focus on 2075’s (1 September 2025), I demonstrated that nobody can reliably predict commodity prices over the next year – yet cautious analysis based upon sensible assumptions can plausibly infer … [Read more...] about Why Santos and Woodside are among our biggest holdings
Chris Leithner