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I focus on the period starting in Jan 2010 and consider only horizontal tight oil wells in the analysis.
My central scenario assumes the Permian basin horizontal tight oil well completion rate increases from 400 new wells per month to 800 new wells per month by July 2025.
What happens if OPEC is able to increase their capacity by 2028 and/or the transition to electric transport occurs more rapidly than mainstream agencies such as the IEA currently forecast?