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WELCOME TO ENERGY INTELLIGENCE As the leading energy information company, we understand what it takes to bring energy to the world, and we have delivered objective reporting and analysis on the sector for over 70 years. Our long history, combined with our team of experts and extensive connections, gives us an unparalleled view on what’s shaping the energy sector. In this podcast series our senior analysts and editors discuss the latest key developments across the energy transition, oil markets, LNG, geopolitical risk and competitive intelligence.
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Wednesday May 27, 2020
Competitive Intelligence: When Will the Shale Dam Break?
Wednesday May 27, 2020
Wednesday May 27, 2020
Shale producers are starting to turn the taps back on as oil prices tick up but are wary of throwing the still delicate market out of balance. Will shale ‘leakage’ lead to a gusher of fresh supply? The corporate team looks at how companies are managing their short-cycle assets and their commitments to capital discipline, and whether we have already seen peak shale.
Hosted by: Noah Brenner, Houston Bureau Chief, Casey Merriman, Head of Competitor Intelligence and Luke Johnson, Corporate Reporter
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