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More Peak Shale: World's Largest Miner Is Selling Its Shale Assets





The "peak shale" narrative got a boost in late July when one of the world's most bearish hedge funds, Horseman Global, announced it was aggressively shorting shale companies on the thesis that funding is about to "run dry", resulting in a sharp drop in production and with the lack of capex, would lead to another round of industry defaults (while sending the price of oil higher).

More evidence was revealed in the latest Baker Hughes data, which showed that both active Horizontal and Permian oil rigs had finally peaked and were now declining, while the number of oil rigs funded by Public junk bond deals had plateaued, suggesting little interest in future funding:

20170823_peak_shale.jpg


Ref: http://www.zerohedge.com/news/2017-08-22/more-peak-shale-worlds-largest-miner-selling-its-shale-assets


(2017-08-23)
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