G&R Blog

Podcast: Have We Reached Peak Shale?

Written by Goehring & Rozencwajg Team | March 20, 2023

Managing Partner Leigh Goehring was recently interviewed by Decouple Media.

In this interview, they deep dive into fracking and shale, the energy source that put Peak Oil concerns on the back burner for a decade and a half.  According to G&R's recent analysis, Shale field production is showing signs of sliding down the backside of Hubbert’s curve.

They discuss: 

  • What are the geopolitical and economic ramifications?
  • Are there more shale booms on the horizon overseas?
  • What are the implications for nuclear which has been sidelined in deregulated markets by cheap abundant gas?
If you're an investor, we invite you to watch this interview. To play the interview, click on the graphic below: 

 

 

For a deeper dive into this topic, we invite you to download our Q4 2022 Commentary, available below.