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Oil Supply & Demand in 2030 with Joel Couse
The HC Commodities Podcast
The Supply Side of the Oil Crisis
We're talking about 10 years until roughly speaking peak oil demand and that doesn't overlay with the typical investment horizons of the oil infrastructure. From a company point of view in terms of investors, companies don't want to invest in high cost production. And when we look across the refining industry today, there's very little spare capacity in that industry as compared to the growth that we're seeing. It's actually quite a tight market and anywhere that there's spare capacity,. it's in Russia and China, which means that it's relatively inaccessible to a large part of world fires today.
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