Don't really like the thesis offered in the actual link. The idea is the divergence between the equity price and the price of oil. This is the spot price of oil

Don't really like the thesis offered in the actual link. The idea is the divergence between the equity price and the price of oil. This is the spot price of oil today. The equity is discounting future cashflows throughout the future. One explanation for the divergence is simply the market believes the price of oil will be significantly lower in future years.