Making a comeback alongside higher spot prices this year will be the rapid growth in US shale, says Jeff Currie, with new pipeline capacity unlocking supply from the Permian Basin and re-anchoring the market around a fast-cycle, lower-cost New Oil Order.

This podcast was recorded on January 10, 2019.

All price references and market forecasts correspond to the date of this recording.

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Commodities Outlook: Return of the New Oil Order