Summer Playlist 2023 Episode 2 | Arjun Murti, Former Head of Equity Research on Energy Sector at Goldman Sachs, Partner at Veriten, & Publisher of “Super-Spiked” on Substack
SmarterMarkets™
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Peak Demand Versus Peak Shale
David Frum: There's been a lot of talk in recent years about peak demand. Do you think that we're going to hit a supply crunch at this point? He says the idea that shale can provide 70% of it, or maybe even 10%, is hardly clear. Frum: We are going to need to start looking for other areas where we can get oil supply from.
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