Can Shale Save the World || Peter Zeihan

Podcast · ~7 min · Listen

• The period of “explosive growth” for the U.S. shale revolution, which transformed global energy, is now over.
• The primary constraint on future output increases is that existing pipelines and export infrastructure have reached capacity.
• Consequently, any future increases in U.S. shale production will be slower and “take a bit of time” to develop, limiting its immediate ability to meet global energy demands.