# content
https://www.dallasfed.org/research/surveys/des/2026/2601/2601update

Why #US #oil companies are increasing production immediately - see Hotelling

https://en.wikipedia.org/wiki/Hotelling%27s_rule

For now they are happy milking the profits and driving up stock price letting countries draw down their reserves so that the oil companies gain more pricing power. They will change strategy when the timing is right.