EDITOR: | October 25th, 2013 | 7 Comments

The revolutionary impact of fracking on the Oil and Gas industry

| October 25, 2013 | 7 Comments

Screen shot 2013-10-25 at 9.47.51 AM

Tracy Weslosky, Publisher and Editor-in-Chief of InvestorIntel interviews John Clarke, President of Clarke Energy Consulting Inc. to discuss the fracking boom in the shale-oil and gas industry, sustainability issues and the impact of liquefied natural gas (LNG) technologies. John is a director of a number of public and private companies, with over 35 years of international experience in industry and financial services for the energy sector (20 years with the Texaco group of companies in exploration and corporate planning), and was voted the ‘Top North American Oil & Gas Analyst’ two years running by Forbes and StarMine.

Tracy starts by asking John to explain the shale-oil boom due to fracking. “The fracking boom is based on a resource play; so once you’ve discovered the resource, all you have to do is keep drilling to produce from it,” explains Clarke. “Unlike exploration, where it’s essentially a binary result — you either have a success or you don’t — this is a cookie-cutter process. And it has totally transformed the North American market in both oil and gas.”

Tracy then has John discuss the potential fracking investment angle for investors who are familiar with oil and gas exploration stocks. “Normal exploration is a 1-in-10 chance, maybe a 1-in-6 chance, and it’s very expensive, as exploration goes, around the world with deep wells, offshore wells, high-pressure wells, in various domains that may have political risk attached to them, along with everything else. Fracking and exploitation of the resource base in North America is so important because it reduces that (exploration) risk considerably. Once the technology has been proven to be able to get oil and gas out of the ground in these shale plays and tight sand plays, then the exploration risk is gone. You’re really dealing with how profitably can you produce this oil and gas? And how much of it is available? In North America, over the last 10 years, we’ve seen production of oil from Texas, from North Dakota and from various shale plays increase to the region of 1 million, 2 million barrels per day. This obviously helps America greatly as it decreases American import requirements and puts the money going into the ground, back into the continental US.”

Other topics include the impact of liquefied natural gas technologies and how Canada is looking towards significant drilling and the subsequent exporting of its liquefied natural gas to the Asian market, the world’s biggest buyer of LNG.

Tracy Weslosky


Tracy Weslosky is the CEO for InvestorIntel Corp. and founder of InvestorIntel.com, a trusted source of online market information for investors in the capital markets, ... <Read more about Tracy Weslosky>

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  • Tracy Weslosky

    Thank you for your insight John – Dr. Luc Duchesne has followed up with a rather intriguing scientific analogy in his piece posted at dawn today: “#Fracking, #Denim here to stay” http://shar.es/I2zAT

    October 27, 2013 - 10:09 AM

    • Leo

      Scientific Analogies are rapidly replacing data and analysis- typically by those who want to get the discussion as far away from actual science as possible- given the actual science is so damning to the Fracking Industry and other Fossil Fuel Industries. Perhaps that is why there is such a PR Campaign to convince folks that Fracking is here to stay? (What does Denim have to do with Fracking?) In addition to all of the national foundation problems now being experienced- the first massive explosion and repercussive effects will likely end the Fracking Industry- but not before it has done significant damage to our natural resources.

      January 24, 2014 - 6:57 PM

      • vacuum

        There are perhaps other companies with the processes. But this is the one that came to mind. ticker GMND, this company has micro-organisms to gobble up the chemicals. They can clear the plume of MTBE from the ground where was a leaky gasoline station. Unsure the current viability of this company, but what appeared to be once a related company, BYSD, is currently on the move substantially from nearly zero.

        If you think micro-organisms are not powerful industrial tools, then this Spring try gardening using a jug of soil bacteria (compost tea) as well as mycorrhiza and humic acid mix on the roots. These tiny bugs will allow you to transplant trees like you won’t believe. … Recently the University of Nottingham developed a strain of nitrogen fixing bacteria that can be foliar sprayed. This on any plant, and thereby the plant has nitrogen fixing via symbiosis, just like legume roots get underground from soil bacteria.

        if as Monsanto collateral damage of soil bacteria by Roundup and even more powerful herbicides, then surely look for the rise of microbiologics to replenish the soil.

        January 25, 2014 - 12:27 AM

  • A. Pamplin

    Thank you for this interview, Tracy! Fracking is really interesting and thank you Mr. Clarke for explaining it in a way that even I could comprehend.

    October 27, 2013 - 8:51 PM

  • J. Best

    Great interview Tracy. Thanks John for the education on fracking, appreciated!

    October 28, 2013 - 9:58 AM

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