A generational opportunity in offshore oil

John Stephenson of Granite Point Research breaks down the structural shift in the oil market… the new risk/reward setup for deepwater drilling… why oil companies are flocking to Africa… and a junior pure play with generational upside. In this episode: Welcome, John Stephenson, founder of Granite Point Research [5:32] A structural shift is taking place across the oil market [6:30] The risk/reward setup for deepwater drilling has changed [10:27] Why oil companies are flocking to Africa [19:28] A generational opportunity in offshore oil [21:20] How an unknown company beat the majors to a prolific reserve [26:51] MARKETING DISCLOSURE: BluEnergies Ltd pays Curzio Research Inc for marketing services. Access the full disclosure here: https://curzio.me/bluenergies-disclosure. Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li