The Great Simplification with Nate Hagens Arthur Berman: "Shale Oil and the Slurping Sound”
Dec 13, 2023
In this episode, Nate Hagens interviews Arthur Berman, an expert on oil trends and data analysis. They discuss the decline of shale oil, the economic implications of a decline in oil supply, the impact of shale oil on US production, the peak and decline of Permian well performance, the significance of shale oil and the possibilities of new tight oil plays, the military's perspective on energy and oil, the decline in estimated ultimate recovery in the Permian shale oil region, investor perspective on shale companies and low returns, the importance of RIG count in oil production, and potential future scenarios for oil prices.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 2min
The Implications of a Decline in Oil Supply
01:55 • 21min
The Impact of Shale Oil on US Production
22:54 • 6min
Analyzing the Peak and Decline of Permian Well Performance
28:42 • 3min
The Significance of Shale Oil and the Possibilities of New Tight Oil Plays
31:22 • 11min
The Military's Perspective on Energy and Oil
42:00 • 3min
Analyzing the Decline in EUR in the Permian Shale Oil Region
44:45 • 7min
Investor Perspective on Shale Companies and Low Returns
51:31 • 2min
The Importance of RIG Count in Oil Production
53:11 • 14min
Oil Prices and Future Scenarios
01:07:15 • 23min