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Frackers Say Bottlenecks Impede Output Boost as Oil Prices Soar

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  • Mar 9, 2022
  • #SupplyChain #PoliticalEconomy
Collin Eaton
@CollinEatonHC
(Author)
www.wsj.com
Read on www.wsj.com
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Shale companies say they are trying to help to fill a gap in global oil supplies after Russia’s attack on Ukraine, but wary investors and supply-chain issues are crimping output.

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Rory Johnston @Rory_Johnston · Mar 9, 2022
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🇺🇸🛢 Another great shale patch write-up via @CollinEatonHC Still hard to disaggregate the effect of cashflow discipline vs supply chain bottlenecks, but some great OFS colour below. “They’ve already got all of their available equipment out there already”
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