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shale revolution

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Oct 14, 2024 by Matt Miller · across every show →

Everything said about shale revolution, oldest first

Oct 14, 2024
Insight
Miller: Overcapitalized energy markets will lose money despite overall growth
“Anytime something's overcapitalized, you're likely to lose your shirt. Just because a market is growing doesn't mean you're making money. That's a really hard thing for people to grasp in energy.”
Matt Miller Oct 14, 2024 ▶ 18:30 Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
Jan 20, 2025 bearish
Prediction Not checkable as stated
Reynolds: Fled institutional shale capital will not return anytime soon
“That capital's all fled. It just did not perform well in aggregate, and it doesn't look like it's coming back anytime soon.”
John Reynolds Jan 20, 2025 ▶ 1:00:52 Striking Oil – CrownRock by Lime Rock Capital (EP.428)
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