Shale Supply Will Prove Resilient?

The markets are counting on continued growth from usa. But if these companies don't make money and the market stops funding them, what does that do to this dynamic where everybody's predicting that oil prices will stay low? I mean, this is the big debate now among a modeles of supply and demand. It seems to me almost certain that the e n p business has to scale back. And that's certainly the message that's coming out from a lot of firms.