This podcast episode delves into the evolution of shale as a low-cost energy resource and its immense impact on the global oil and gas landscape. It highlights the impressive growth trajectory of the US natural gas market, which transformed it from a net importer to a leading LNG exporter. However, as the market outlook points towards higher prices due to peak shale and various challenges, the discussion emphasizes the need for moderate investment and new supply ahead of the expansion of LNG infrastructure.
