RE:RE:Robert Yawger- the SHARPLY-DRESSED WHITE CLOTHS know that US SHALE OUTPUT is NOT SUSTAINABLE in the NEAR FUTURE
- Canada's DENT on THEIR ASIAN MARKET is LIMITED by the TRANSPORT CAPACITY of TMX at 590,00 bbls/d MINUS the crude oil HEADED to the Pacific Coast of the USA
- CANADA, US and NOWAY were the LARGEST ADDITIONS to NET crude oil production in the LAST 10 YEARS and NOW GUYANA is COMING ON STRONG
- Canada and US have PEAKED in NEW PRODUCTION for the NEXT 3 to 5 YEARS and Guyana has CAPPED GROWTH at ~ 1,000,000 bbls/d in the NEXT 4 years
z173