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Daily Episode 15 - Increasing Risk of Oil Supply Shock

16 min•26 september 2025

A new report from the IEA shows that 90% of investments in oil and gas go towards simply making up for declines in production. EROEI has gotten so poor that 100s of billions of dollars are being spent just to meet demand. What happens if investments falter?


Oil 2025 – Analysis - IEA

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