Quote from: K-Dog on Feb 20, 2026, 01:57 AMageoftransformation.org 2026-02-20
When the boom hits the wall: A commercial reality check on fossil expansion
An integrated analysis of the UN Production Gap Report 2025 through the lens of reserve economics, capital allocation risk, and system dynamics
Fossil fuels are entering a geological and financial "Red Queen" race. More capital to extract less net energy from ever lower quality rock. A crash is inevitable.
Do you think the UN knows they are recycling a claim from a discredited peak oil website of yore?
Is Shale Oil Production from Bakken Headed for a Run with “The Red Queen”?
The analysis uses actual production data from the North Dakota Industrial Commission as of July 2012 from what was found to be a representative selection of wells from operating companies and areas.