> right now U.S. oil companies are simply not improving supply to even pre pandemic levels Supply will continue to decrease in the US, both for raw inputs and

> right now U.S. oil companies are simply not improving supply to even pre pandemic levels Supply will continue to decrease in the US, both for raw inputs and refined outputs. It has nothing to do with the pandemic or the war in Ukraine and everything to do with the world moving off of fossil fuels, making any kind of long-term investment foolish. We will continue to exploit our existing infrastructure and…that's it. The main reason things are going offline earlier than expected is because of supply change issues related to parts (i.e. if things can't be repaired, they go offline earlier than scheduled).