Peter Zeihan: Good Q&D on the status of shale output.
"🚨 NEW POST 🚨
🇺🇸🛢️ US oil producers have struggled to grow in the COVID era, with gains more or less stagnant over the past year despite a promising run-up in late-2021.
But the world remains hooked on US shale supply—so can the shale patch turn up?
https://www.commoditycontext.com/p/shale-struggles?s=w" - Rory Johnston
...
"🚨 NEW POST 🚨
🇺🇸🛢️ US oil producers have struggled to grow in the COVID era, with gains more or less stagnant over the past year despite a promising run-up in late-2021.
But the world remains hooked on US shale supply—so can the shale patch turn up?
https://www.commoditycontext.com/p/shale-struggles?s=w" - Rory Johnston
...