Happy New Year!
While we are at the end of one year and the beginning of another, we'd like to take a moment to reflect on our writings.
Below we recap our 3 most popular blog posts of 2019. We sincerely appreciate your continued support and interest in our market insights.
Best wishes always,
Goehring & Rozencwajg
Shale Oil: A Startling Prediction Using the Latest Statistical Techniques
Developments in the US shale basins have never been more important for global crude fundamentals. Over the past decade, the US has represented more than 100% of total non-OPEC growth and this growth has come exclusively from the shales. Had it not been for the US shales, the global oil market would have been in serious deficit.