The Peter Zeihan Podcast Series The Fourth Sale Revolution: Supermajor Tech || Peter Zeihan
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Nov 19, 2025 Discover how a new synthetic proppant from ExxonMobil could ignite a fresh shale revolution in the U.S. Learn the ins and outs of hydraulic fracturing, alongside how recent tech advances can boost well output significantly. Delve into the dynamics of major oil companies consolidating their power in the shale market. Plus, find out why lighter-density proppant enhances production by penetrating formations deeper and holding fractures open more effectively. Technological advancements signal that the shale boom isn't ending anytime soon.
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How Fracking Actually Works
- Hydraulic fracturing uses water and sand to crack rock and access tiny petroleum pockets.
- The sand (proppant) stays lodged to keep fractures open and is a major fracking cost.
A Fourth Shale Revolution
- The 'fourth shale revolution' is applying major-oil capital and tech to incremental innovations.
- That transforms small gains from mom-and-pop players into industry-scale improvements.
Scale Changes The Game
- Majors like Exxon and Chevron consolidated the U.S. patch after buying smaller firms during bust cycles.
- Their deeper capital and integration enable broader efficiency and technology deployment.