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Back in 2014-15, I recall that the the EIA administrator told me:
Shale oil producers are like cockroaches in NYC apartments…you spray them (in that context, Saudi is the sprayer) and they just come back the next day.
How fast the response of US producers were back then compared to now.
The slow response in the industry today is by choice. I believe it is something that policies (carrots and sticks) can change.
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