Register for Shale oil Roundtable: https://shor.by/warroomwebinar

Shale oil production's brief comeback
https://www.argusmedia.com/en/news/2133001-shale-oil-productions-brief-comeback
- Can it really be called a “comeback”
- Is this a comeback or a dead cat bounce?
- DUC data from EIA - DUCs are up and to the right
- 800,000 bpd returning August-September
- ExxonMobil is idling but ready to increase activities again
- Permian has 3500 DUC wells which can be brought online fairly quickly

U.S. Recession Likely to End Late 2020 or 2021, NABE Survey Says
https://finance.yahoo.com/news/u-recession-likely-end-2020-040100770.html
- Have we even gotten to the real recession?
- Trickle up recession

Russia should rethink its role in new energy economy
https://www.thenational.ae/business/comment/russia-should-rethink-its-role-in-new-energy-economy-1.1067415
- Russia is too focused on natural gas and doesn’t have enough renewables
- Too focused on natural gas exports and ant gas prices very low

Can Biden Fix Climate Change With $1.3 Trillion?
https://www.forbes.com/sites/ellenrwald/2020/08/21/can-biden-fix-climate-change-with-13-trillion/#1bc72e415ea1
- If the economy rebounds, there is no reason not to print $1.3 trillion for whatever they want
- tax the wealthy and get a healthier environment but where is the policy? How will we get there? What’s the role of SMRs? Renewable energy?

Methane Ruling article
https://financialpost.com/pmn/business-pmn/trumps-methane-emissions-rule-rollback-isnt-a-disaster

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit energyweek.substack.com