Republic Risk: Your Energy Report (Download It)
An update for my friends in Florida and Texas who wanted to better understand technology advancements in the Permian
Dear Fellow Expat:
I just spent some time with my team in Baltimore and received feedback on a report I wrote on the Permian Basin. Effectively, it’s a little too technical.
Now, there are plenty of readers here who know the energy patch. And some readers have followed our views on the Permian and OPEC.
While I’ll likely rewrite this… I wanted you to get access to our early research on this subject, because it will define a lot of our investment opportunities in the years ahead.
The Permian is undergoing a radical technology shift today thanks to advancements in fracking and the adoption of autonomous functions. We anticipate that the midstream (aka pipelines and shipping) will benefit greatly because of the sheer volume of oil and gas expected to emerge in the years ahead.
So, please dive into this report, which I’ll be punching up, and offer your feedback.
Inside, you’ll learn:
Why the U.S. is making incredible strides against OPEC in the global oil wars.
The new technology that sets U…
Keep reading with a 7-day free trial
Subscribe to Postcards from the Republic to keep reading this post and get 7 days of free access to the full post archives.