Sep 22, 2022
35:48 MINS
EnergyCents - Ep 89: Theory of constraints: Service-sector capacity limits shale-sector reinvestment
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Reed Olmstead
Executive Director, Upstream Research, S&P Global Commodity Insights
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Imre Kugler
Director, Upstream Research, S&P Global Commodity Insights
The US shale sector is awash in cash on the strength of commodity prices and prudence of operations. North America upstream experts Reed Olmstead and Imre Kugler join EnergyCents this week to consider the near-term outlook for shale producers, and why high commodity prices are not stimulating aggressive drilling campaigns.
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