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American Shale: Life in Trump Era

American Shale: Life in Trump Era

The new American president clearly outlined his energy priorities by calling renewable energy a waste of money and placing his bet openly on hydrocarbons. This is excellent news for American shale companies. Just like the significant growth in global oil prices in 2017 and especially early 2018.

The US shale sector has drawn special attention for a long time now. It is the key game changer in the industry.

For a short time the States was able to almost double production, and this could not help but influence the global oil balance. Hence colossal attention is drawn to shale projects in North America.

Everyone would like to know how much oil it can really extract. And there is also the subject of shale gas. The US too aggressively advertises expected dramatic growth in LNG production. It is, however, impossible without substantial increase in the production of gas, once again from shale.

What is really going on today in the US shale industry after all? Read about this in the new report prepared by the National Energy Security Fund.

In the report you will find answers to the following questions:

  • Reserves, real and make-believe

    • What shale oil and shale gas reserves does the United States possess?
    • What are their assessment specifics?
    • Can official statistics be trusted and what is the right way to analyse them?
  • The cost of shale oil and shale gas production for key plays

    • Detailed analysis of the economics of key shale projects
    • The structure of the cost of production and analysis of breakeven level for key shale plays
  • Production dynamics for key plays:

    • Permian
    • Eagle Ford
    • Bakken
    • Niobrara
    • Marcellus
    • Utica
    • Haynesville-Bossier
    • Barnett
    • Fayetteville
    • Woodford and others
  • The condition of independent companies operating shale plays in the US

    • Hedging of financial risks
    • Companies’ profitability dynamics
    • Survival forecast
  • Assessment of the future prospects of the US "shale revolution"

    • Analysis using the three key parameters: geological, economic, and technological
  • Forecast for the actual potential for LNG export from the US

    • At what rates infrastructure for gas export is being prepared
    • How prices at American hubs will influence the level of production
    • Canada factor taken into account
    • Key scenarios

Contents of the report:

Shale Oil & Gas overwiev: Terms and Classification. World Resources 4
US Shale Industry 11
US Oil and Gas Production Overview 11
Assessment of US Shale Reserves and Resources by Key Basins 13
US Shale Oil & Gas Breakeven by Key Plays. Factor Analysis 17
US Shale Oil Production from Key Plays 26
Permian 27
Eagle Ford 29
Bakken/Three Forks 30
Niobrara 31
Other Plays 32
US Shale Gas Production from Key Plays 34
Marcellus 35
Utica 36
Haynesville-Bossier 37
Eagle Ford 38
Barnett 39
Fayetteville 40
Woodford 41
Other Plays 42
Long-term Forecast for US Shale Industry Development 43
Forecast for Shale Oil Production by Play 43
US Oil Balance: Does Cancelling Export Restrictions Make Sense? 46
Shale Gas Production Forecast by Play 48
US Gas Balance. Assessment of LNG Export Prospects 51
Overview of Independent Operators of US Shale Plays 59
Role of Independent E&P’s in US Shale Oil & Gas Production 59
Cost Analysis for US Shale Plays Development 61
Hedging Shale Production Prices: Is There Confidence in Tomorrow? 68
M&A: Salvation or Road to Bankruptcy? 70
Potential Bankruptcies and Estimated Shale "Lost Production" 71
Future Development of Shale Plays, Its Role in US Energy Security 76
Appendix No 1: Estimated Hyperbolic Decline Curve Parameters for Select Shale Plays 81
Appendix No 2: Reassessment of US Proved Shale Oil and Gas Reserves for 2015 85
Appendix No 3: Oil Recovery Efficiency for US Selected Tight Oil Plays 86
Appendix No 4: American Oil and Gas Companies’ Filings for Bankruptcy (2013 to Dec 2017) 84
Acronyms 86
Unit conversion table 88
Sources 89
Date of release: April 23, 2018

If you are interested to obtain please contact » Elena Kim

Other issues:
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Analytical series “The Fuel and Energy Complex of Russia”:

Sanctions Against Russian Oil and Gas: Coil Tightening
American Shale: Life in Trump Era
State regulation of the oil and gas sector in 2017, prospects for 2018
Gazprom in Internal, External Gas Markets: How to Share Gas ‘Pie’
Russian Oil & Gas in 2025: Picture of Future
We all want to know what the next few years have in store for the oil and gas industry. Two key approaches to the future are known, including the future of the oil and gas industry. The first is to try and understand what, after all, awaits the industry ahead based on the current trends. The second is to design that very future. Draw a plan that has to be followed. So risks and problems can be avoided in time. The new NESF's report will give you an understanding of what forks the industry is facing and what way attempts are made to have the oil and gas industry choose. The attacks of independent producers demanding reform of the industry or at least access to export by pipeline have been repelled once again. The company has got a certain respite. On the other hand, political resistance to Gazprom in Europe only increases. The final battle for the position in the future European market is beginning.

All reports for: 2015 , 14 , 13 , 12 , 11 , 10 , 09 , 08 , 07

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