The risks to global oil supply have been driven by changes in OPEC strategy or unplanned disruptions in geopolitical hotspots. The latter are waning, post Iran sanctions, & risks to supply are shifting to US tight oil, set for rapid growth & expected to meet much of the world's incremental needs.
from Forbes Real Time https://www.forbes.com/sites/woodmackenzie/2017/10/05/shifting-risks-in-global-oil-supply/
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