The Winners and Losers of Energy Transition - The Green Line - Ep 5
The Red Line
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The Future of Oil Supply
Saudi Arabia and the UAE are expanding their production capacity by a million barrels a day at a time when I just said we may see oil demand peak within this decade. What that strategy is, is it's really a goal of becoming the last man standing. It's going to evolve in an interesting way. We don't talk as in depth about what that might look like as we probably should, because there are a lot more short term problems to solve.
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