We're in a secular inflation, and people are just not used to the rules of the game changing. The mining looking for newr new mining capabilities can easily take five years from from e beginning toto yous. And spare thought for the oll mate, where you would be apart from shaleo. You are often looking at a five, ten year horizon. Are the oil mades prepared to bet on the global oil demand in ten years time? That, i thing, is really one of the questions that they are asking themselves. So basically simply a prolonged period of mismats between the demand and supply.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode