Just to be clear. I’m sure DLE will at some stage be a contributor to the worldwide supply profile, but for this decade, IMO, it won’t be a major factor in the supply equation. I highlighted those two projects as a way of keeping track of DLE progress and the claims of quantity and timing.
I’m more inclined to think the Exxon project in the Smackover will likely be the first substantial DLE contributor to supply, due to the size of the company behind it, their intellectual resources and deep pockets.
Good News & Bad News, page-44384
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