Arjun Murti became one of the most famous oil analysts of the last commodity supercycle. In 2005, while working alongside Jeff Currie at Goldman Sachs he made the call that oil could go above $100 per barrel, later predicting it would reach as high as $150-$200 per barrel.
Now working as an adviser at Warburg Pincus and a ConocoPhillips board member, Arjun is still keen to give is views on the oil market. In a series of threads on Twitter this past weekend he outlined his concerns that technology investors are not learning the lessons from the early 2000’s, the return of value stocks, a rebound in oil and gas company valuations and that energy companies can compete on ESG metrics.