Majority of SPR releases were sour medium until they basically exhausted those stocks. Venezuela produces sub 700kbpd and it will take years for anything meaningful to return from there.
No one will be adding oilsands production with Pathways coming down the pipe, the big 5 all agreed to cut emissions by 30% from 2019 levels by 2030. Any capacity adds will have to include 100% of the additional carbon emissions on top of their prior commitments. Hard to justify adding additional capacity when you need to factor in the CCS within the decade.
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