ExxonMobil Warns Kashagan Is Fading - No One Has a Plan B
ExxonMobil warns Tengiz is declining while Kashagan needs billions more. Combined 1.7M bpd at risk. Markets haven't priced this…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
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ExxonMobil warns Tengiz is declining while Kashagan needs billions more. Combined 1.7M bpd at risk. Markets haven't priced this…
Kazakhstan alleges $10.7B in corrupt contracts at Kashagan, producing 400K-450K bpd. Markets haven't priced the risk. Here's what the IEA's supply math…
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