Over My Shoulder

Oppenheimer Funds: U.S. Energy Revolution – RESEND

October 16, 2013

We have resent this OMS in order to correct the PDF download link that was broken.

This is a very good primer on current US oil and gas status. Nothing really new, and it basically uses current government estimates. It will be fun to bring this up in about three years and see if, as I think,  the estimates have proven to be too low. The private stuff I see makes these numbers look very conservative. This is just so massively bullish for North America. The interesting last section gives us a look into what other industries will benefit. Not too long a read; lots of graphs.

Download - Opco_Oil.pdf