We have arrived at an inflective juncture in global history where several things are happening at once. A global health crisis has forced the world to dis-articulate and retreat behind physical and legislated borders. Global production and economic activity have stalled as a result, disrupting supply chains and driving fuel demand and prices sharply down. On the margins of this crisis, oil giants are revving to flood global markets with cheap supply, wresting profits and market share from their competitors in the process.

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