
ENERGY DOC *NEW REVISED VERSION* Episode 2: Origins of the mid-2020s Oil & Gas Supply Crisis
Macro Voices
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Oil and Gas Supply Crisis - Why It's Already Too Late to Prevent It
In the wake of the pandemic, I started noticing some very concerning signals in the crude oil market. Depletion of existing producing resources and lack of investment to replace them are all coming together to form a perfect storm on the near horizon for the global crudeOil market. The energy crisis I predict will be driven by supply shortages of oil and natural gas, and it's going to be a really big deal.
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