You misunderstood what I'm saying. It has nothing to do with economics or disruption. It has _absolutely everything_ to do with geology.

The hydrocarbons that become economic at higher oil prices fundamentally cannot be produced as quickly as conventional reserves. It's a matter of permeability. Not a matter of economics.

Also, I'd wager I'm far more aware than you think of the investments required to explore, develop, and produce a prospect. (I know nothing about refining, though.)