Some stuff I reviewed in gathering thoughts regarding WSJ comments about tight production at big independents. I will post comments later. 1. psd dec 2018 pdf investor presentation 2. pxd BofA webcast presentation 3. eog q3 presentation 4. nee svp development presentation to academics 2017 http://investors.pxd.com/static-files/63fce5a6-0808-4982-b332-f58685745f92 https://www.veracast.com/webcasts/baml/energy2018/id31210231897.cfm?0.0816697342049 http://investors.eogresources.com/Cache/1001245049.PDF?O=PDF&T=&Y=&D=&FID=1001245049&iid=4075407 https://www.youtube.com/watch?v=2SXxJWUv-x4