Report
Dave Meats
EUR 101.80 For Business Accounts Only

Geopolitical Wild Cards Could Delay (but Not Cancel) Reckoning for Shale Producers

The market continues to underestimate the capacity of the shale industry to throw throw oil markets back into oversupply. U.S. output reached a high-water mark in November 2017 and is widely expected to keep growing. But this hasn’t prevented oil fundamentals from improving in the past 12 months, leading many to believe that the market can soak up U.S. growth indefinitely.
This assumption is false, but the reckoning may not happen as quickly as we previously thought. The probability of major sup...
Underlying
Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
Dave Meats

Other Reports on these Companies
Other Reports from Morningstar

ResearchPool Subscriptions

Get the most out of your insights

Get in touch