Do You Agree This Was Reason For Collapse? -- Fitzsimmons, Seeking Alpha -- October 15, 2014

Fitzsimmons over at SeekingAlpha: Libya's production was the single biggest factor causing collapse of share price of US fracking companies.

• Libya was producing 1.65 million bpd of crude in 2010.
• During parts of 2013, exports fell by ~1.4 million bpd.
• Recently, Libyan production jumped by nearly 500,000 bpd from Q2 to Sept./Aug.
• The rapid step-function changes in Libyan production was the single biggest reason behind the collapse of oil prices and domestic frackers' stock prices.
• Meantime, ConocoPhillips looks very attractive after a $20 drop in the stock. 

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