EFTA01116684Set 9
2002-01-019p7,098w
Lighter Shade of Shale: shale oil/natural gas liquids are worth a lot more than shale gas
I am going to oversimplify for a minute, so don't overreact ... best shale gas plays are the ones that involve finding
liquids in addition to (or instead of) dry gas. Let me explain via the chart below, on the left ... regasification/refrigeration costs and specialized ships), and (c)
Europe appears to have plenty of shale gas as well, although development has been limited. As a result, the value
https://www.justice.gov/epstein/files/DataSet%209/EFTA01116684.pdf
EFTA01914138Set 10
2013-01-0942p11,019w
percent discounts on
existing contracts.
Until recently, Gazprom was in denial about the shale gas
revolution, claiming that unconventional gas technology was not
commercially viable, and that it posed severe ... Chinese are
tough negotiators but also because China possesses the largest
deposits of shale gas of any country in the world (886 trillion
cubic feet compared with the United States ... involves pressuring
companies that want to do business in Russia not to explore for
shale gas elsewhere. For example, Moscow might have pressed
ExxonMobil to pull out of Poland
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01914138.pdf
EFTA00618036Set 9
9p7,310w
other good news relates to the discovery of new natural gas reserves. US shale gas production is up 14-fold over the
last decade, and the EIA projects that ... historical imprecision of
peak oil/gas estimates make it a difficult science. To be clear, shale gas production will be critical; EIA projections to 2035
assume that rising shale gas production ... reserves
are a potential positive, but marginal costs may be an issue. As for shale gas exploration and radium (naturally occurring and
surfaced in sometimes dangerous concentrations), and fracking chemicals
https://www.justice.gov/epstein/files/DataSet%209/EFTA00618036.pdf
EFTA01090474Set 9
2011-11-1524p14,876w
Canada yet
after allowing in our model for the start of Chinese shale gas export LNG to China.
production in 2012. In volume terms, the projected deficit
increases from ... show that
To frame the risks, we decompose China's physical natural
China's shale gas resource is I275Tcf, which makes it larger
gas portfolio by domestic and foreign sources ... higher than it is priced today. Our conviction in this view is structural change: shale gas now accounts for about a third of
reinforced by the backwardation in the term
https://www.justice.gov/epstein/files/DataSet%209/EFTA01090474.pdf
EFTA01187639Set 9
2012-12-116p3,691w
consumption, the world's extractable carbon resources (conventional and unconventional oil,
conventional natural gas, shale gas, gas hydrates and coal) could run out in around 100 years. Thankfully, there ... caveats to this chart:
** Even since 2010, there have been substantial new discoveries of shale gas and shale oil, and there are parts of the planet
that have not been
https://www.justice.gov/epstein/files/DataSet%209/EFTA01187639.pdf
EFTA01187646Set 9
2012-12-115p3,710w
exhaustion date
world's extractable carbon resources (conventional and unconventional oil,
conventional natural gas, shale gas, gas hydrates and coal) could run out in
around 100 years. Thankfully, there
https://www.justice.gov/epstein/files/DataSet%209/EFTA01187646.pdf
EFTA01801416Set 10
2011-10-1715p8,138w
significantly reducing American domestic requirements for
imported liquefied natural gas (LNG), rising U.S= shale gas production has had the knock-on effect of increasing
alternativ= LNG supplies to Europe, breaking ... EFTA01801427
Most recent is the =evelopment of "tight oil," the spinoff from shale gas, which has=increased U.S. oil output by more
than 50% since 2008. This boom in domest ... output increases energy supply, and combined with shale gas has a much
wider economic impact in jobs, investment and ho=sehold income. As these tight-oil supplies increase
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01801416.pdf
EFTA00805732Set 9
39p13,737w
global energy landscape—particularly in the
United States, the world's biggest producer of shale
gas. But it is also controversial. Gas burns cleaner, but
it still produces around half ... change.
As the price of natural gas slid in response to the
glut of shale gas, Primus changed gears in mid-2012
to move away from biomass and to focus
https://www.justice.gov/epstein/files/DataSet%209/EFTA00805732.pdf
EFTA01159200Set 9
2011-03-177p2,978w
private equity managers are involved as well, including a 2009 investment in
the Marcellus shale gas field which was subsequently sold to a strategic buyer for a substantial premium ... natural gas
specifically, shale gas only accounted for 1% of North American gas supply in 2006. It's currently 20% and is expected to
grow to 50% by 2030, which
https://www.justice.gov/epstein/files/DataSet%209/EFTA01159200.pdf
EFTA01133119Set 9
2014-03-0935p15,800w
pressure, another short-term measure the US could take is to allow its booming
shale gas industry to start exporting gas to Europe, providing an alternative to Russian gas ... world market if nuclear talks progress well. In addition, it
has its own shale gas resources that it could develop more enthusiastically than it currently is.
Russia continues
https://www.justice.gov/epstein/files/DataSet%209/EFTA01133119.pdf