Whitepapers

• Shale 2.0 Happy Five-Year Anniversary
• Renewable Constraints: The Energy Transition – A Realistic Look at the Path Forward
• Inconvenient Truths
• Inflation and the Energy Transition
• The Energy Transition - Outlook and Implications for Upstream Commodities
• Don't Blame COVID-19, Just Embrace Shale 2.0
• The Crucible Report: Separating Truth from Fiction in the Natural Gas Market
• Shale Gas Inventory: Problem or Opportunity? - Why Investors Are Wrong About Long-Term Natural Gas Fundamentals
• Houston, We Have a Problem - Free Cash Flow, Net Asset Values and the Agency Question
• The Shale 2.0 Press Release
• Shale 2.0 - Revisited a Year Later
• SHALE TECHNOLOGY: Moore's Law or Turgot's?
• Shale 2.0 - The Promised Land?
• Life in the Echo Chamber
• Thoughts on Greenlight's E&P Presentation