What are the infrastructure constraints affecting US shale production?
Demand for Oil Relatively Robust, Says JPMorgan's Darling
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The video discusses the current state of the oil market, highlighting supply risks from Iran and geopolitical factors like Nigeria and Venezuela. It covers oil price forecasts, with scenarios ranging from $85 to $90 per barrel. The discussion includes the impact of US shale production and infrastructure constraints. Investment trends show a shift towards rewarding free cash flow over production growth.
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What shift in investor priorities is noted in the text regarding oil companies?
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