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🧵 2. Over 97% of current oil was discovered in the 20th century; less than 50% of produced crude replaced in last decade, warns Occidental CEO.

🧵 3. Despite oversupply now, oil market will flip to shortage by 2025, says Occidental CEO. Demand drop is temporary, but supply issue is long-term.

🧵 4. OPEC forecasts global oil demand to outstrip production growth in 2025, signaling potential supply deficit. Current cuts may need adjustment.