Sunday, November 26, 2017

Shale Is Confounding Everybody, But Never Mind - Bloomberg Gadfly

Shale Is Confounding Everybody, But Never Mind - Bloomberg Gadfly



...Forecasting output growth used to be a relatively simple undertaking. Developing oil fields had a lead time of several years and the flow of new oil coming from them was reasonably visible over a 12-month horizon.



Now, lead times are measured in weeks rather than years for new shale projects, and the large number of companies operating in the sector have made forecasting oil output growth almost impossible.

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