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Feature Article

Riding the Cycle

The end of easy oil is a secular trend that will provide a long-term tailwind for the services industry. However, investors also need to be attuned for short-term downdrafts and updrafts in this cyclical industry as a means of identifying which names are best-positioned to thrive in the current environment.

Going Long: The End of Easy Oil

Although global oil production has yet to reach its zenith, the supply of easy- and inexpensive-to-produce oil has likely peaked. To replace declining production from mature fields and generate growth in output, producers increasingly must ramp up operations in technically complex plays that are much more expensive to develop.

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    • Elliott H. Gue

      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor

    • Roger S. Conrad

      Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor