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Roundtable Part Three: Key Takeaways and Forecasts

By Elliott H. Gue on Mar. 17, 2019

Change in the US energy industry has been dramatic over the past decade.

Sentiment has shifted from a culture of energy scarcity to one of abundance and the US overtook Russia and Saudi Arabia as the world’s largest oil producer.

And, not long ago, you would have been laughed out of a room for predicting that the US would ever export meaningful quantities of oil. Soon however, the nation looks on track to overtake Saudi Arabia as the world’s largest exporter of crude oil on a full-year basis.

We’d argue the shale revolution has also been one of the most important positive developments for the US economy in recent years, helping to reduce dependence on energy imports from politically unstable countries, revitalizing vast swathes of the US manufacturing industry and giving us all a break in the form of lower gasoline prices.

The end of the shale revolution does NOT mean that all of these positive changes and economic trends will reverse, nor does it mean that US energy production will fall again. It does mean that the industry is maturing and that has profound implications for investors.

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