Too many variables, too little time... crafting strategy under ambiguity

摘要

Mr. Miller neglected to mention speculation in oil futures, geopolitical risk, technology premium, pressures from competing fuels and the so-called "soft issues," such as human rights, ethical labor practices, responsible investment and anti-corruption, as a few more factors that contribute to the mix. Clearly, the cauldron producing oil and gas is simmering with a rich variety of "ingredients" that determine the final broth. So how then does one take a gambit on the future while firmly rooted in the present?