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Gold/Mining/Energy : Big Dog's Boom Boom Room

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To: robert b furman who wrote (206130)	11/26/2025 9:44:10 PM
From: elmatador	Read Replies (1) of 206193

Howdy Bob! Remember that low investment will come to bite. The coming squeeze For energy-importing nations, current low prices offer false comfort. The structural investment deficit, combined with Russia’s eroding production capacity, creates vulnerabilities that could manifest in supply disruptions and price spikes when post-recession growth recovers after 2027. The contradiction in today’s market: traders worry about 2026 oversupply, while supply capacity growth will contract after 2029. Major national oil companies illustrate the scale of capital required: Saudi Aramco increased its upstream spending by 19% to $39 billion in 2024, while Abu Dhabi’s ADNOC plans to spend $150 billion between 2024 and 2027 to achieve a crude supply capacity target of 5 million barrels per day by 2027, according to IEA data. The timing of capacity constraints—supply growth peaking around 2027 before contracting after 2029—gives the industry a narrow window to address investment deficits before structural shortages emerge. The oil market’s hidden crisis isn’t about today’s balance sheets—it’s about the supply capacity that won’t exist in 2029 because of investment decisions not made in 2024. Russia’s sanctions-induced collapse is bringing that reckoning closer. euromaidanpress.com Those years of ESG, climate for this climate for that, will bite.

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