I don't know why you are so down on Krauss "Is cross a oil employee or something. This is bullshit rhetoric when..." as can't see him saying much of anything in conflict with what you say. This you cite
"Western oil companies, partly under pressure from investors and environmental activists, are drilling fewer wells than they did before the pandemic to restrain the increase in supply. Industry executives say they are trying not to make the same mistake they made in the past when they pumped too much oil when prices were high, leading to a collapse in prices." https://investorshub.advfn.com/boards/read_msg.aspx?message_id=168092357
isn't disagreeing with your "...we all know the oil companies have historically sat on leases"
They can sit on leases and still drill fewer wells than they were before the pandemic.
And i can't see him saying the US will suffer dramatically from any cut in Russian import. Only that Europe will.
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