SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Peak Oil reality or Myth, of an out of Control System

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: dvdw©6/10/2019 9:00:26 AM
of 1481
 
This article contains content which is full of missing information.
Message 32190562

Some of the questions, not answered include;

A Fracking Company may be only a service provider, different from a well owner, who ultimately derives cash flow from operations from recovered oil, service provider company fortunes are tied to specific variables active in any given period.

My suppose / surmise is that the service providers will routinely come and go in a given window of time.

DUC wells are a key factor in any current equation aimed at holistic understanding.

Connectivity with infrastructure plays a key role. Durations (ebb and flow of active service provider demand) of activity are variables that are disparate too the end goal of well product owners.

The artifact of price, arbs the success or failure of many service providers.

Service Providers have differing risks than producer owners.

The full article is actually about the Intent of large oil companies interest in acquiring acreage at elevated prices. Clearly the whoa is me scenarios painted herein do not differentiate the players adequately enough to take any whole truths away from the statistics proffered.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext