
Commodity Markets Update: A View from the Top with Saad Rahim
The HC Commodities Podcast
00:00
The Economics of Shale
OPEC has tended to act when prices have gone substantially below $80. This is probably not surprising, perhaps, given where the longer term agenda for some of these countries is. For me, what we really have been talking about is peak deliverability. And then turning to shale, Adam Rosenzweg spoke about even the Permian essentially production coming off.
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