Tuesday, June 23, 2020

U.S. Shale Has Lost $300 Billion In 15 Years — Nick Cunningham

The U.S. shale industry peaked without ever making money.  Over the past decade and a half, the shale industry totaled $300 billion in net negative cash flow, wrote down another $450 billion in invested capital, and saw more than 190 bankruptcies since 2010, according to a new report from Deloitte.  The U.S. shale industry more than doubled oil production over the past half-decade, a phenomenal increase in output. But “the reality is that the shale boom peaked without making money for the industry in the aggregate,”.
Oilprice
U.S. Shale Has Lost $300 Billion In 15 Years
Nick Cunningham

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U.S. LNG Exports Crash By More Than 50%
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6 comments:

Peter Pan said...

US fracking boom was a financial "innovation" success story.

Lease holders made a bundle:
https://www.bloomberg.com/news/features/2018-09-12/meet-the-shalennials-ceos-under-40-making-millions-in-texas-oil

Mike Norman said...

It's a subsidy to energy consumers, domestic and foreign.

Matt Franko said...

They use Accrual Method like Amazon ... depreciation expense always exceeds revenue so they always can show a break even or even loss so the entity doesn’t have a tax liability...

Everybody involved can still make taxable bazillions but the entities don’t pay taxes...

It’s like real estate...

Matt Franko said...

https://www.freshbooks.com/hub/accounting/non-cash-expenses

Ryan Harris said...

Depreciation and depletion should be taught to art degrees. Highly relevant accounting concept to most modern art and popular music.

Matt Franko said...

Doesn’t happen until after they die though Ryan...

Their moron system runs on death... sad!