Fast shale-well depletion means “the oil and gas infrastructure bubble is over”: John Dizard in the FT

This is the investors’ dilemma, Dizard argues: “No matter how many years’ service the pipes and plants could provide, there will not be the production to fill them.”

And yet they have to be filled, for companies to have any chance of sell enough product to pay off their share of the debt mountain.

Image: Natural Gas Now (Marcellus)

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