The IEA's Net Zero by 2050 Report

I think we are still constrained on the supply side, but the demand side is relevant. The IEA's net zero by 2050 report from May of 2021 was a willful scenario that has been weaponized," he says. In 2023, we're probably going to have 102 million barrels a day higher than 2019,. We're on track for 104 in the next year and a half or so. David: Big question is really about the premium basin and shale. This has been last decade, 77 0% of global supply. And it is showing signs of maturing.