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Listen: Shale shake-up: The IEA’s new oil forecasts and what they mean for the IOCs

The International Energy Agency has released its latest annual long-term energy outlook in which US shale gets a major resource uplift, shifting the oil market dynamic over the coming decades. S&P Global Platts editor Nick Coleman and Market Intelligence editor Peter Marrin join Robert Perkins to discuss the implications of the IEA's latest forecasts, how producers are meeting the supply challenges and positioning for growth, based on their latest set of corporate results.