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I'm focussing now on the time period considering that the start of 2004, considering that there isn't a controversy about what was taking place prior to that. Anyone agrees that, prior to the 2nd quarter of 2004, Saudi Arabia had at the very least some spare capacity and was performing given that the swing producer. The regions I have labelled, and a quick description of discussion to date are as follows. A:
From November 2004 to January 2005, There's a unexpected and fairly sharp decrease in manufacturing by about 350kbd. This coincides with a sharp price stop working from $45 to $35 (Within this collection which is mostly a little bit decrease the the oft quoted NYMEX front month, or West Texas Intermediate location price) I believe at this stage Euan and I are in relatively near agreement that this is probably some thing alongside the traces of "Phew, rates are dropping, let us relaxation several of our far more worn out/problematic wells."
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