Oil: Shale Production Breakeven And Marginal Costs, Moving The Goalposts?
Summary
- Examination of US shale oil producer breakeven prices: Bakken, Eagle Ford and Permian Basin.
- Examination of global oil producer breakeven prices and US efficient shale production marginal costs.
- Brief discussion of informational market techniques and the benefits of investor awareness.
In our last missive, we discussed the trade weighted dollar's increase, the petrodollar's decrease, and their effects on oil and commodities. Today, we discuss mostly shale production costs.
I appreciate James Kunstler's and John Mauldin's missives and respect their opinions, but it doesn't mean I agree with them all the time. Of late, these authors have been in a kerfuffle where both may have been ensnared by some potential misinformation.
This missive was published as an exclusive to Seeking Alpha. To access the ENTIRE text for FREE on Seeking Alpha, please click here. The Nattering One does not receive remuneration if you register, only satisfaction.
There is no cost involved and it has been our experience that if you exert control (by unchecking a box of two) over your communications settings in your Seeking Alpha profile, your email inbox will not be polluted with one bit of Spam (not even the cured pork shoulder variety. Tasty even.)
As we are now a "contributor" at Seeking Alpha, our published articles, instablog and comments can be found here. Please continue to follow The Nattering Naybob here and at Seeking Alpha. We thank you for your support.
- Examination of US shale oil producer breakeven prices: Bakken, Eagle Ford and Permian Basin.
- Examination of global oil producer breakeven prices and US efficient shale production marginal costs.
- Brief discussion of informational market techniques and the benefits of investor awareness.
In our last missive, we discussed the trade weighted dollar's increase, the petrodollar's decrease, and their effects on oil and commodities. Today, we discuss mostly shale production costs.
I appreciate James Kunstler's and John Mauldin's missives and respect their opinions, but it doesn't mean I agree with them all the time. Of late, these authors have been in a kerfuffle where both may have been ensnared by some potential misinformation.
This missive was published as an exclusive to Seeking Alpha. To access the ENTIRE text for FREE on Seeking Alpha, please click here. The Nattering One does not receive remuneration if you register, only satisfaction.
There is no cost involved and it has been our experience that if you exert control (by unchecking a box of two) over your communications settings in your Seeking Alpha profile, your email inbox will not be polluted with one bit of Spam (not even the cured pork shoulder variety. Tasty even.)
As we are now a "contributor" at Seeking Alpha, our published articles, instablog and comments can be found here. Please continue to follow The Nattering Naybob here and at Seeking Alpha. We thank you for your support.
There is no cost involved and it has been our experience that if you exert control (by unchecking a box of two) over your communications settings in your Seeking Alpha profile, your email inbox will not be polluted with one bit of Spam (not even the cured pork shoulder variety. Tasty even.)
As we are now a "contributor" at Seeking Alpha, our published articles, instablog and comments can be found here. Please continue to follow The Nattering Naybob here and at Seeking Alpha. We thank you for your support.
Comments