KKR's Rockecharlie on Oil Industry, Energy Investments

The transcript discusses the dynamics of the oil market, focusing on investment strategies of oil companies, the role of OPEC in maintaining market stability, and the impact of oil prices on production. It highlights the importance of the forward curve in investment decisions and the significant investments in the Permian Basin. The discussion also covers the challenges of volatility in the market and the strategies employed by companies to manage risks and capitalize on market conditions.

What are the two main factors that the speaker believes will affect oil prices in the near future?

How does the speaker view the relationship between capital availability and the oil industry's spending habits?

What strategies are companies employing to manage their investments in the current oil market?