You could go to Harvard and take classes from Francisco Monaldi. You could hire Eurasia Group’s Daniel Kerner for big bucks. And you could wait months for a meeting with Chevron’s Ali Moshiri. Or you can go to YouTube and watch them speak with remarkable candor about the big picture of oil and gas in Argentina and Venezuela. For free, while you brush your teeth.
As usual, humans are failing. This master class by three of the top names in the industry has, count ’em, 206 views.
Here are a few notes. I took more, but they’re for me. You need to go watch this one for yourself. Continue reading