Publications: The Petroleum Economics Monthly
The Hedge Fund War on Fracking (August 2018)
In this report, we explore, as the title conveys, what appears to be a hedge fund "war" against the fracking industry. Along the way, we point out the shortcomings of Bethany McLean’s NYT op-ed and her book Saudi America. Our main intention, however, is to highlight the pressure being put on frackers. After discussing McLean’s essay, we summarize the investor attacks on the industry, which have been going on for more than a year. Next, we provide an economic assessment of the fracking business, one we dubbed “manufracturing” three years ago. Finally, we examine the key observations presented in Saudi America—all of which we find to be off the mark.
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- The Petroleum Economics Monthly
- The Failure of Traditional Oil Market Fu...
- Will Investor Aversion Bring Higher Oil ...
- The Hedge Fund War on Fracking (August 2...
- IMO 2020: Implications for Crude (Januar...
- Understanding Price Behavior During Oil ...
- $200 Crude, the Economic Crisis of 2020,...
- IMO 2020: Economic Prospects (June/July ...
- Brent Is Dated (November/December 2017)
- The United States: Center of the Global ...
- A Tale of Two Markets (September 2017)
- The Triumph of Markets (August 2017)
- Twilight of Big Energy (July 2017)
- Failure to Learn from History: The Produ...
- A Lesson in Disruption (May 2017)
- Putting a Finger in the Oil Market Dike ...
- Oil's Johnny One-Note (March 2017)
- The Don Quixotes of Oil (February 2017)
- Markets Take Over (January 2017)