Daniel Yergin is always an excellent perspective on world energy supplies.

https://youtu.be/hGixe02UBSM?si=HLXMNy4WepRBh7VX 

The US is the largest Crude Oil producer.. but also the largest consumer.  Surprises are the amount of inventories released in the US and China.. how long can that continue.. vs when.. if ever.. will the straight open.

the biggest shock is probably still fertilizer.

Kansas still has a million acres of Corn to plant..

https://youtu.be/ralF3hv0Od4?si=_0E6_fc81CPSFjqN