Our answer: by 2021. Which is why we see a supply gap in 2022.
Here is why, i.e. a brief summary on the Permian from David Hughes' latest report postcarbon.org/how-long-shale…. @drillinginfo @Bob_McNally @kingofcrude
![](https://pbs.twimg.com/media/D6dea87WsAAzmIR.png)
![](https://pbs.twimg.com/media/D6da_qbWkAAewMG.jpg)
![](https://pbs.twimg.com/media/D6db1kdXsAAk0Yv.jpg)
![](https://pbs.twimg.com/media/D6dXd43X4AAYNkh.png)
#OOTT
seekingalpha.com/article/417044…