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Unusual Whales Pod #5: Oil Market, Energy Crisis, and European Doom

Unusual Whales

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Is There Spare Capacity in the Oce Plus Group?

There is spare capacity in the oce plus group, but it's thin. Both countries have shown a no intention that they plan to max out their capaciies. If souty arabia does go to 12 million barrels a day, and the u a e goes to four million barrel a day, you'll have zero spare capacity. For them, for both these countries, spare capacity these days is more valuable than actual production. It's political leverage.

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