Conoco “Looks Cheap”, Opportunities in Permian E&Ps: Pickering

The video discusses the current challenges in the oil sector, including increased regulation and market apathy, which have led to undervalued stocks. It explores the unrealistic nature of a fracking ban and its potential impact on energy prices. The focus shifts to Conoco's strategic plan, which adapts to a low-cost supply model, and highlights industry trends towards capital discipline and better returns. Key players in the industry, such as Permian producers, are identified as having attractive resource costs, with potential for future investor interest.

What are the implications of world leaders wanting to restrict or ban big oil?

How is the current environment affecting the oil sector according to the discussion?

What challenges do proponents of a fracking ban face according to the speaker?

What is the significance of Conoco's ten-year plan as mentioned in the text?

Which companies are highlighted as having great positions in low-cost basins?