Title : Re-Look At An Old Financial Times Article Asking Whether The US Shale Revolution Has Peaked? -- August 12, 2018
link : Re-Look At An Old Financial Times Article Asking Whether The US Shale Revolution Has Peaked? -- August 12, 2018
Re-Look At An Old Financial Times Article Asking Whether The US Shale Revolution Has Peaked? -- August 12, 2018
I had some time so I went back to look at this post: from the Financial Times, October 18, 2017, has the US shale revolution peaked?To get to this article which is behind a paywall, google ft in charts has us shale peaked. Fortunately, the article is still available.
The article begins with this graphic:
The writer completely misinterpreted the graphic. Something tells me he/she was asking the wrong question, mislead by the sharp decline in "rig productivity" in the Eagle Ford. I may be wrong on this, but I'm starting to get the feeling that a lot of folks are not aware that shale operators "manage their assets" very, very well.
Now that we are aware of how severe the takeaway capacity in the Permian is, and the price differentials, the above graphic makes a lot more sense.
Thus Article Re-Look At An Old Financial Times Article Asking Whether The US Shale Revolution Has Peaked? -- August 12, 2018
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