Koil Energy Solutions Inc. (KLNG)

[mystic krewe]

Hi Soyelpato, good to hear from you again. I've been stewing on this talk of possible OPEC cuts, and I've come to the conclusion it would be another classic double sword. A) keeping oil high by cutting supply, while it might give us some period of anxiety relief in the oil patch, B) i'm not so sure that we need high oil in a stock crash. Seems like that would be highly inflationary to me if we had expensive oil and everything else was devalued. Demand is surely dropping as we speak, so oil cuts may attempt to be merely stationary equilibrium. But this is not a normal, everyday source of our dropping demand. We are dropping real wealth. A recovery may come sooner if oil comes down to help out, no? your thoughts?