The Iron Bottleneck: Rigs, Crews and Supply Chains

Rigs, crews and supply chains: the physical constraint on Venezuela's oil recovery. Eight parts on the service-sector bottleneck now that the 28 July migration window has closed, from the collapsed rig fleet and the arrears overhang to the provider landscape, the diluent, tubular, lift and power chains, the sanctions-services interface, the reactivation arithmetic behind the three scenario trajectories, comparative precedents and seven watchpoints.