Great stuff @Maxxedout- thanks!
This may be that interview- very worthwhile watching - Joseph talks specifically about underinvestment in Part 2 (from 5.02) and then mentions at 6.30 a need for 650 billion USD per year for the next 10 years!
https://www.gastechevent.com/media-centre/gastech-insight-series/joseph-mcmonigle/
Another Joseph interview as well- also very worthwhile watching!!...https://www.energyconnects.com/videos/video-interviews/2023/september/gas-markets-need-to-remain-vigilant/
Ann: Good Oil Conference presentation, page-121
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