TUHO: to je fakt moc dobre napsany. A neni to zadnej alarm. Typek ma talent i nadani zanechat v lidech spravny otazky

HANZS: Ja si to nemyslim, to by se projevilo jinak - doslo by k vytesneni paroplynu a spotove ceny elektriny by spadly nize a to se evidentne nedeje.

PAN_SPRCHA: jj, také sleduji.
GOR: No elektřina je nyní dole ihmo spíš kvůli tomu, že fouká...

MAKROUSEK:
OMNIHASH: Jasne chapu, ja jsem se jenom chtel ujistit, ze ty zpravy o tom, jak masivne ztratovy to odvetvi je, jsou pravdivy. Ja to tema uplne nesleduju a tyhle komplexni otazky nekdy muzou vest k tomu, ze z nejakyho izolovanyho ukazatele si clovek udela spatnej obrazek o celkovy situaci...


The production boom propelled the U.S. to become the world’s largest producer of both oil and gas. But in doing so, explorers burned through some $342 billion of cash since 2010, leaving little in the way of returns for investors. The biggest oilfield service and equipment companies invested roughly $85 billion in their businesses over the past decade, only to see their earnings fall by $4.7 billion and net debt climb by $19 billion in that same period, according to an Evercore study in February.

https://www.washingtonpost.com/business/energy/shales-bust-shows-basis-of-boom-debt-debt-and-debt/2020/07/22/0e6ed98c-cc41-11ea-99b0-8426e26d203b_story.html

btw je nekdo vic v obraze o frackovacim byznysu? dlouho ctu zoravy, ze je tazenej dluhama a vlastne je to velky ponzi scheme, ktery nikdy nebylo ziskovy a je zejme jenom otazka casu, kdy zkolabuje a necha za sebou masivni krizi. ale neumim moc posoudit jak réevantni toje…

A new study published in the peer-reviewed journal Nature Energy found that 50 percent of new oil production in America would be unprofitable if not for government subsidies. The study, performed by researchers at the Stockholm Environment Institute and Earth Track, Inc., found that, at prices of $50 per barrel, light oil produced by hydraulic fracturing (“fracking”) was heavily dependent on subsidies.

In fact, forty percent of the Permian basin in Texas would be economically unviable without subsidies, and for the home of Bakken crude production, Williston Basin, that number jumps to 59 percent, according to the researchers.

Welfare Kings? Study Finds Half of New Oil Production Unprofitable Without Government Handouts - DeSmog
https://www.desmog.com/2017/10/03/welfare-kings-half-current-oil-production-unprofitable-without-government-subsidies/