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DewDiligence

02/09/17 1:26 PM

#14188 RE: OakesCS #14187

This may be Trumpian naivete but given the dislocation in the industry now, I suspect that big oil is not capable of pulling off mega-projects now even if the price were to go back to $70 tomorrow.

I'm not sure I follow. Are you referring to uncertainties about taxation, which clearly plays a major role in discounted cash-flow models?