>>23354655Generally the places I want to be are the oil sands, offshore and liquids-rich shale/unconventional. All of those offer scale, duration and growth. Nothing really wrong with a good conventional asset either since those tend to have superior single well economics, but conventional discoveries nowadays just don't replace depleted reserves anymore, they haven't in decades. Also the scale in the above mentioned areas is in another sphere compared to conventionals: here's a good example from the paid service I subscribe to. I want to have high quality assets with decades of drilling inventory, meaningful growth and discovery potential and economies of scale.
>what are your "good oil assets" stocksI have many, but for example YPF, XOM, FANG, WCP, CNQ, PBR, MEG, ARX, POU
