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Re:The Saudis Are Lying About Their Oil Production? by dfsegoat on Tuesday September 24, 2019 @05:41PM (#21064932)
This is interesting. I read a book back in 2009 called "The Coming Economic Collapse: How You Can Thrive When Oil Costs $200 a Barrel" by Stephen Leeb, Ph.D (2007) [1]

The title is total trash, and it seemed alarmist but IIRC the premise of the entire book is basically what you describe, at least in my very pedestrian understanding of energy / petroleum markets.

Are you familiar with this title, or the author? Your post makes me want to pull it out for a re-read.

edit: maybe not. really spotty reviews. [2]

[1] - https://www.amazon.com/Coming-Economic-Collapse-Thrive-Barre...

[2] - https://www.goodreads.com/review/show/13711731

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