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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”:

Gazprom in the period of expulsion from the European market. Possible evolution of the Russian gas market amid impediments to exports
Russia’s New Energy Strategy: on Paper and in Fact
Outlook for Russian LNG Industry
Russian Energy and West One Year after Ukraine Conflict Began: Are There Connections Still?
Green Agenda in Russia during Bitter Conflict with West
After February 2022 the agenda was radically rewritten. Western companies began leaving Russia en masse, economic relations with the West were drastically reduced, and the Russian economy began to be pushed violently from the global economic space, hemmed in by sweeping sanctions. All that was, to put it mildly, not the best background for talking about ESG. Especially because tasks of survival and stability under unprecedented pressure became the priority in the economy. In late 2022, however, attempts to reanimate the ESG agenda already became obvious. The message is put across insistently that it is important to Russia regardless of the foreign policy situation. While earlier the “green pivot” was seen as an opportunity to attract Western investors and their technological solutions to Russia, now Keynesian reliance on domestic manufacture is discussed.

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

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