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Gas Shale Plays: Onshore Production Growth Trends

Insights from the 8th AIIS Gulf Region Conference by Harald Breidenstein at the Roger D. Read Senior Analyst, Oil Services discussing the impact of Gas Shale Plays on onshore production growth. Analysis of the U.S. oil/gas price ratio, nature of markets, and U.S. natural gas demand. Learn about the implications of cheaper natural gas and its effects on various sectors.

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Gas Shale Plays: Onshore Production Growth Trends

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  1. 8th AIIS Gulf Region Conference & Harald Breidenstein Golf Classic Roger D. Read Senior Analyst, Oil Services Thursday, September 30, 2010

  2. Natural Gas Overview

  3. Gas Shale Plays = Game Changer

  4. Onshore Production Growth Impressive Source: EIA-914 and Natixis Bleichroeder LLC estimates Forecasts based on a retreat in rig count that hasn’t happened yet

  5. U.S. Oil/Gas Price Ratio 1994 to Present Source: Bloomberg and Natixis Bleichroeder LLC estimates Nature and markets abhor vacuums. Dramatically cheaper natural gas will get “cured” one way or another

  6. Total & Major Components of U.S. Natural Gas Demand 1997 to 2011E Source: EIA and Natixis Bleichroeder LLC estimates Increased electric power demand increased volatility in demand/price Industrial consumer has been the “safety valve”

  7. Disclosures

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