General Discussion

That page is referencing crude production which is 65 mil but that is not all liquid fuel.
103 million barrels per day consumption is *all* liquid fuel, not just crude.

The AI agents indicate that there is in fact a gap right now but the total gap between total liquid fuel consumed vs produced is more like 1-2 million barrels per day, which would justify the prices going up, but not going up much higher.

I could keep digging through sources and stuff but I'm content to let it rest here, because if the gap WAS not what just ~1-2% then the prices WOULD have gone way higher already.