Shale gas glut, but won’t last? The underlying model

Lynne Kiesling Ken Silverstein has a good article in Forbes on the business prospects for shale gas developers (and I’m glad to see him there, having followed his work for a very long time). Since he asks in the title whether low shale gas prices are a mirage, I think it’s useful to go through … More Shale gas glut, but won’t last? The underlying model