PetroEquity Signal podcast

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33:11

Is US shale a long-term growth story—or an exceptionally profitable resource being harvested while it lasts? We follow that question from ConocoPhillips, Diamondback and EQT into Canadian LNG, Shell’s acquisition of ARC Resources, the oil sands and BP’s exit from Bay du Nord. We test company strategy against investor returns, BMO’s research and a simple question: what should an upstream company own next?