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3min chapter
The Energetic Problem with the Energy Transition with Adam Rozencwajg
The HC Commodities Podcast
The Impact of the Shale Revolution on the Energy World
The impact of the shale in the 2010s will be one of those things where the history books are not yet written. If you look at what the shale, just straight oil went from zero to over 10 million barrels a day,. You had another 4 million barrels a days of NGL production coming from the shale's or natural gas liquids. So it's like we brought on two Saudi Arabia's in the US in the same decade. And I think there's no surprise if you really think rationally about it.
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