“There is a scarcity of clarity.”
That’s the phrase I used in a recent OGMM session, and the reality keeps hitting me day after day.
The instinct in our industry is still to treat data as the constraint: more sources, more granularity, more frequency.
But that’s not the bottleneck I see when I sit across from energy executives, portfolio managers, and operators.
The data is there. In abundance.
What’s missing is a way to filter it, to know which parts of the story actually bear on the decision in front of you.
As a capital allocator, you rarely need another forecast.
You often need to know which of the many forecasts already on the table deserve weight, and why.
That’s a different problem than trying to accumulate “enough” information.
And it’s the problem I’m increasingly convinced is the more important one to solve, which is exactly what we’re doing in Oil & Gas Market Mastery.
