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Boeckh Investment Letter

Investment and economic commentary by J.Anthony Boeckh and Robert Boeckh

Tight Oil & Gas and the Death of Peak Energy

Fracking and horizontal drilling have unlocked access to vast reserves of gas, oil and associated liquids, most notably in North America. This could represent a sudden and profound transformation of energy markets, the implications of which are only beginning to be understood. There are three primary issues:

  1. The potential recoverable reserves in shale and other tight reservoirs (below, collectively called shale) are massive.
  2. The global distribution of energy for have and have-not countries is changing rapidly.
  3. The cost base and drilling cycle for shale energy is significantly different than for traditional projects, creating new winners and losers within the industry.

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The Boeckh Investment Letter is a comprehensive service that provides analysis of factors affecting financial markets and broad investment recommendations* within an asset allocation context.  The service includes 12 to 18 issues per year (approximately every 3 to 4 weeks), depending on market conditions, i.e., changes in views, important new developments, etc.

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