Oil Stocks and Outlook for Spring/Summer


I know this topic has been beaten to death but what are your honest opinions on the industry as a whole over the next quarter or so? Not only do we have supply chain disruptions, wars and potential sanctions, but spring and summer are around the corner and everyone will be traveling and going on vacations since mask mandates have finally lifted and covid is basically turning into the flu (and cases are low again). Do you guys think the spring/summer months is priced in yet? A lot of analysts are saying the actual oil stocks are cheap compared to the oil commodity price. News have been reporting the surge in oil futures but the oil stocks haven't been surging as much. I could be wrong but isn't this a misprice in the market?


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