Speed of response key to post-Covid recovery
The shale patch may face a prolonged road back to health, agree the PE Live 1 panellists
Saudi Arabia’s 2014 attempt to drive US shale out of the market was an abject failure, ultimately leading to it having to make common ground with Russia. But the robustness US producers showed then may not be repeated in 2020. “The big difference is that, last time around, there was ample capital to finance companies going through restructuring,” says EY’s Brogan. “So, while not all of the companies came through intact, most of the assets did. “This time around, shale had already become an unpopular investment, at least from private sources. On both the debt and equity side, the capital to keep shale going is not there to anything like the extent it was the last time,” he continues. Brogan d
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20 February 2026
The country is pushing to increase production and expand key projects despite challenges including OPEC+ discipline and the limitations of its export infrastructure
20 February 2026
Europe has transformed into a global LNG demand powerhouse over the last few years, with the fuel continuing to play a key role in safeguarding the continent’s energy security, Carsten Poppinga, chief commercial officer at Uniper, tells Petroleum Economist
20 February 2026
Sempra Infrastructure’s vice president for marketing and commercial development, Carlos de la Vega, outlines progress across the company’s US Gulf Coast and Mexico Pacific Coast LNG portfolio, including construction at Port Arthur LNG, continued strong performance at Cameron LNG and development of ECA LNG
19 February 2026
US LNG exporter Cheniere Energy has grown its business rapidly since exporting its first cargo a decade ago. But Chief Commercial Officer Anatol Feygin tells Petroleum Economist that, as in the past, the company’s future expansion plans are anchored by high levels of contracted offtake, supporting predictable returns on investment
