Re: POST-SRSRocco : El gran muro de deuda de la industria energética.

Posted by Julio on
URL: http://foro-crashoil.109.s1.nabble.com/POST-SRSRocco-El-gran-muro-de-deuda-de-la-industria-energetica-tp38957p38968.html

Y luego hay otra cosa que acabo de leer a Art Berman, y es que por lo visto los niveles de agua que se extraen junto al petróleo se están incrementando bestialmente.

Dejo el link de una entrevista que le hacen a Berman, y copio el párrafo croncreto.

https://www.peakprosperity.com/podcast/108749/art-berman-dont-get-used-todays-low-oil-prices

I mean these may be unconventional reservoirs but the laws of earth physics don’t change for them. There’s hardly a field anywhere in the world or a play anywhere in the world that doesn’t reach a peak and start to decline and ten years for a round number is a pretty darn good number from when you’ve maxed out on growth and supply. So, this came as a big surprise and needless to say I got a lot of criticism, not the least of which was from the officials in North Dakota who couldn’t imagine who this person was who dared to question all of their good work. But, the data is pretty clear and really and truly nobody has come to me and said well all right, here’s what you did wrong. So, what’s that say? Well that says that we’re going to start seeing the same thing in these other plays. So, and the thing that really worries me the most is water production. We never hear about water production. But water is not a useful component of gasoline or jet fuel or anything else and yet it comes with the territory. You’re going to produce a certain amount of water. You got to pay a lot of money to get rid of it. What I saw in the Bakken is that water production was increasing in a big way. We’re not talking about little bit of water, we’re talking about billions of barrels of water along with billions of barrels of oil. I go out and look at the Permian Basin which is a much younger play and the water cuts, the percentage of water as the percentage of the total oil plus water produced is already eighty, eighty-five percent.

Chris Martenson:     What? Really?

Art Berman: Really.

Chris Martenson:     Wow.

Art Berman:  Wow is right. Okay. So this is the dark side. So, there are really two dark sides to the shale plays. The first we talked about is that because of all the great technology you’re going to run through it faster than if you didn’t have the great technology. The second is, is that because it’s an unconventional accumulation, okay? It doesn’t have a trap. It doesn’t have a way to get above the water or to produce it more slowly so you don’t pull the water in. It just, it comes with territory. There comes a point where you’re just going to produce more water than you can pay for your operations. I’m not trying to be doomster here. This is my profession and when I see eighty percent water cut early on in the life of a field or a play I’m starting to say, wow that’s not a good thing.