Jeff Ubben看好未來三年油價到100元,以下是原因:
as many companies cut labor forces, keeping up drilling activity will become "very difficult." The slowdown in production could drive crude to $100 by 2019
Crude's brutal slump has heaped pressure on U.S. oil and gas producers. Beset by credit crunches and falling oil, these companies are finding it difficult to continue to churn out the same amount of oil that has sent U.S. production surging to its highest levels in decades.
http://www.cnbc.com/2016/03/14/valueacts-ubben-heres-why-oil-could-hit-100.html