Not the article I was looking for, but came across

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The IEA said Thursday that petroleum demand would grow 1.2 million barrels a day this year as India — where consumption is rising at an 8 percent annual rate — possibly replaces China as the “main engine of global demand growth.”

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Falling U.S. output is the main reason the IEA is forecasting a 700,000 barrel a day drop in non-OPEC oil production. “The much-anticipated slide in production of light, tight, oil in the United States is gathering pace,” it said.

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