Episode

Price Sensitivities in US Shale and Breakeven Metrics: Brandon Myers on Forecasted Stability

Podcast
Oil Ground Up
Published
Aug 27, 2025
Duration seconds
3656
Processing state
not_requested
Canonical source
https://podcasters.spotify.com/pod/show/oilgroundup/episodes/Price-Sensitivities-in-US-Shale-and-Breakeven-Metrics-Brandon-Myers-on-Forecasted-Stability-e37dgb2
Audio
https://anchor.fm/s/be62e120/podcast/play/107446050/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-7-27%2F4b7a5b84-f132-c2c1-dc56-2c57697151ab.mp3
JSON
/v1/public/podcasts/oil-ground-up-5975771/episodes/price-sensitivities-in-us-shale-and-breakeven-metrics-brandon-myers-on-forecasted-stability
Markdown
/podcast/oil-ground-up-5975771/price-sensitivities-in-us-shale-and-breakeven-metrics-brandon-myers-on-forecasted-stability.md

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Summary

In this conversation, Brandon Myers from Novi Labs discusses the intricacies of shale production, focusing on type curves, price sensitivity, and the evolving landscape of the US shale patch. He emphasizes the importance of understanding breakeven metrics and the impact of inventory dynamics on future production. The discussion also highlights the role of efficiency gains and technological advancements in drilling, as well as the influence of external factors such as tariffs and regulatory changes on operational costs. Myers provides insights into the future of US shale, addressing common misconceptions and the importance of human expertise in the industry.