Rystad Energy 高级页岩分析师 Matthew Bernstein 表示，页岩 3.0 时代或资本纪律时代之后将是页岩 4.0 时代，公司将专注于扩大规模。
Rystad Energy 高级页岩分析师 Matthew Bernstein 在 Hart Energy 在沃斯堡举行的 SUPER DUG 会议暨博览会上表示，美国页岩行业目前正在进入页岩 4.0 时代，该时代将更加注重扩大勘探与生产业务。
这一转变发生之际，由于 48 个州的整合，运营商数量有所减少。
页岩 3.0 时代（明显严格遵守资本纪律）之后，重点发生了变化，2023 年末和 2024 年初宣布的大型交易凸显了这一点。仅第一季度，美国上游交易就达到创纪录的 510 亿美元。
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The Shale 3.0 era or capital discipline era will be followed by the Shale 4.0 era, which will see companies focused on building scale, according to Rystad Energy Senior Shale Analyst Matthew Bernstein.
The U.S. shale industry is now entering the Shale 4.0 era, which will be more focused on a scaling up E&P operations, Rystad Energy Senior Shale Analyst Matthew Bernstein said at Hart Energy’s SUPER DUG Conference & Expo in Fort Worth.
The shift comes as the number of operators has shrunk due to consolidation across the Lower 48.
After the Shale 3.0 era – marked strict adherence to capital discipline – the focus has changed, as highlighted by megadeals announced in late 2023 and early 2024. In the first quarter alone, U.S. upstream dealmaking reached a record $51 billion.
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