May. 2014
Mawenzi Partners releases Le Regard #7 - Shale gas.
"In 2020, the United States will achieve energy independence by increasing its natural gas production, 50% of which will be based on shale gas. This will have an economic impact in terms of job creation and lower energy prices, while America also becomes more attractive to industry. There may also be a geopolitical impact due to a shift in the balance of power in terms of commercial relations between states. Moreover, an environmental impact is possible since on one hand, current extraction technologies are a threat to the environment and on the other, this so-called 'unconventional' gas enables reductions in coal consumption, which is a highly polluting form of energy.
For years, economists and ecologists have hotly disputed whether these effects are genuine and shale gas production is now merely a matter for the national political decision-makers.
What is the issue with shale gas? Can the revolution seen in the United States be reproduced elsewhere? Should this unconventional gas be forever demonized? Should there be investment in R&D on new extraction technologies risking delays in the emergence of renewable energies (which although green are expensive)? Who will benefit most from embarking on shale gas extraction and with what consequences?
Mawenzi Partners has examined this revolution in terms of energy, economics, politics and technology in Le Regard to help its clients take stock of changes in their markets."
You can read more about it in Our Publications section or on our Linkedin page (only French version available)