Здравствуйте, коллеги! Публикую целиком текст этой статьи: «Очень медленно, но неумолимо признаки „сланцегеддона“ как первые подснежники пробиваются в инфополе. Напомню генезис термина #сланцегеддон: — »С легкой руки Бена Делла, со-владельца Private Equity фонда Kimmeridge Energy Management,

Authored by Stuart Parnell via OilPrice.com, Every once in a while, I will realize that I have spent way too much time talking about oil, complaining about pipelines, Permania, free money and the impending “End of Big Oil because of Electric Vehicles”. And it’s on those days that my attention

Authored by Nick Cunningham via OilPrice.com, The pressure on shale drillers to throttle back on their aggressive drilling continues to crop up in new places, and there are growing signs that the Permian is slowing down. Shale companies spent just $5 billion on land deals in West Texas in the

Authored by Nick Cunningham via OilPrice.com, The U.S. shale industry has had a rough few weeks, with a growing number of reports suggesting that the industry is facing much more financial trouble than many analysts had expected. Now, a new report adds further evidence to the notion that shale is

Having staged a dramatic reversal at the end of 2016, when the world's formerly most bearish hedge fund - it was net short over 100% in late 2016, which in turn led to a -24% return last year... ... rerisked, turning flat in just a few months, Horseman Global - now short developed markets and