I watched a segment were they projected global production, a couple years and we will be short again unless they keep drilling. Hint, they won't keep drilling at these prices. It's always been boom/bust, there is no replacement. Two years out I'm a bull, short term ( couple months) I'm a bear. Demand will grow in Asia even as demand slows in the US. I'll probably be a buyer the next few months of good dividend yielding energy stocks.
Anything beyond the obvious choices that you’re looking at?
