Low oil prices and a lack of upstream spending are fueling a looming, worldwide supply crisis for the 2020s, some oil industry experts say. Adam Sieminski, former head of the US Energy Information Administration, and Michael Cohen, head of energy markets research at Barclays, speak with Brian Scheid about how the current decade of shale may be setting the stage for a supply shock. Global populism, trade wars and geopolitical issues could all further complicate market fundamentals.
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