We dug deep into the numbers (and mapping) to better assess fundamentals and financial impact
Investors are increasingly concerned about what a frac ban would mean for the oil & gas industry in the US and if this is even possible.
Our rigorous approach analyzed the subject through discussions with industry and political experts while supported with deep data analytics covering 500 million data points. We collaborated with the RBC Global Energy, Commodity, and Strategy teams and tapped their expertise to form our perspective.
Our work across this 100+ page document also provides a proprietary mapping of the potentially most affected companies on pages 37-108.
The full text of this article is available to MacroBusiness subscribers
David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal.
He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.
