Global spare capacity: Should idled US shale oil wells count? - a podcast by S&P Global Platts

It's Brian Scheid v. Herman Wang on Platts Capitol Crude Court this week, as the co-hosts duel over the notion of idled US shale oil wells contributing to global spare capacity. Brian argues that drilled and uncompleted wells and laid-down rigs represent a de facto source of spare capacity, since...

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