The Hangover From the US Shale Boom

The hangover from the US shale boom may take longer to work itself out in terms of what investors are willing to finance. If we see a resumption of deflation and clean tech costs, it does get harder and harder to take that 10 plus year view to invest. It may be that it's going to be a rough ride before the generalist investor is willing to come back and say, "We need to actually invest in this as a growth story"