Infill Thinking Lifting the O&G knowledge curve
After oil’s 2014 crash, the US shale “popularity pendulum” swung hard against animal spirits, moving in favor of capital discipline.
Outspending in shale is now taboo on both Wall Street and Main Street. But is the recent societal shift emblematic of lasting structural change or is it simply cyclical banter?
At a minimum, the capital discipline debate has splashed vibrant new colors all over the US E&P tapestry. Whether these marks are permanent or temporary is yet to be decided.
There’s a lot more to this story…
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