US shale plays may face inflation pressure, negating lower B/E advantage.

摘要

IEA's 2017 World Energy Investment report states that investments in US shale plays is set to increase by 53% this year as firms "have benefited from a reduction in breakeven prices as a result of a combination of improvement in costs and efficiency gains." The Paris-based agency noted that over the past two years companies investing in US shale focused on the so-called "sweet spots" (e.g. Bakken, Eagle Ford, Permian Basin) amid lower oil prices.