页岩油的故事说，所有容易钻探的目标都已实现。但今天的容易钻探的目标，就是昨天的困难目标。怀疑论者一如既往地忽视了页岩油的经验和技术的作用。
特朗普总统的“钻吧，宝贝，钻吧”计划旨在在第二任期结束前将美国石油日产量提高 300 万桶至 1610 万桶，但这一计划遭到了许多质疑。
但仅在他第一个任期的前两年半（2017-2021年），日产量就增加了370万桶，达到1290万桶/日，并于2019年11月达到峰值。
如果疫情没有导致需求崩溃，进而导致供应崩溃，谁知道会发生什么。
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The shale story goes that the easy targets have all been drilled. But today’s easy targets were yesterday’s hard targets. The skeptics, as always, are blind to the roles of shale experience and technology.
President Trump’s “drill, baby, drill” agenda to increase daily U.S. oil production by 3 MMbbl to 16.1 MMbbl/d before the end of his second term has been met with much skepticism.
But in just the first two and a half years of his first term in 2017-2021, daily production increased by 3.7 MMbbl to 12.9 MMbbl/d, peaking in November 2019.
Who knows what might have been possible if the pandemic had not led to a collapse in demand—and thus, supply.
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