Comments by "yop yop" (@yopyop3241) on "The Third Shale Revolution: Reshoring Manufacturing || Peter Zeihan" video.

  1. The numbers you are looking at are a weighted average of current production. Wells from fifteen years ago might have had a break even cost of $100; ones from 10 years ago, $60; 5 years, $20; etc. The tech has improved a lot. Instead of looking at costs for the sector overall, Zeihan is giving the number for brand new wells, because that is the number that is most pertinent for projecting into the future.
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