Velocity. Rate of production. Can production keep up with demand? It’s not what is in the ground, which is about equal to a six mile cube.
The only reason the velocity is not there is because investors are not convinced this is a permanent price point. Lots of investors got burned the last time around when the price of oil tanked. Once they are convinced, projects will commence with a vengence - include coal-to-diesel, which IMO is the future of American transportation fuels.