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semi_infinite

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semi_infinite

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Monday, 05/11/2015 12:32:32 AM

Monday, May 11, 2015 12:32:32 AM

Post# of 29408
Chanos shorting of RDS-BG and CVX. Interesting idea. I wonder what the time series look like for when the takeorpay contracts were signed. I know the original ones were probably were signed in the late 1990's. My guess is that the bulk of the contracts were signed prior to oil prices going crazy in 07-08.

http://www.bloomberg.com/news/articles/2015-05-07/chanos-says-he-s-betting-against-shell-bg-group-because-of-lng
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