Peak Shale? An Insider’s Perspective

Interview With a Leading Expert at the Bottleneck of US Shale Development

Have we hit peak shale? Is per foot well productivity declining? How should we interpret the moves to longer laterals, deeper formations, and the edges of plays? What do recent large transactions mean for the industry? With the most prolific rock already largely developed, the outlook for future development and productivity is fiercely debated.

While we have a perspective on this from analyzing industry data and tracking specific companies, we spoke with an industry expert who works directly with some of the largest shale operators in the U.S. His role provides access to drilling activity and planning across a wide swath of the industry, offering a perspective few others have.

In this discussion, we explore how operators are approaching new development, what challenges are arising as drilling moves into more complex acreage, and what it all means for the future of shale.

Disclaimer: For informational purposes only. This is not an offer, solicitation or investment recommendation. Please consult an advisor and do your own diligence. Do not rely.