Don’t Frack For Me Argentina
July 25th, 2025:A new shale oil powerhouse is in the making
For more than a decade now, we have been talking about the shale revolution and how much hydraulic fracturing and horizontal drilling have revolutionized energy production. So far, the conversation focused almost exclusively on production from low-permeability rock formations in the United States. Bakken, Permian and Eagle Ford have become household names. However, the U.S. is not the only country in the world with significant recoverable shale resources. Reserves in Canada, Russia, China and Argentina also hold substantial potential that could alter global energy dynamics. Commercial production requires a unique combination of geology, technical knowhow, established infrastructure, innovative companies and a supportive policy environment. A constructive oil price is also important. Argentina is a case in point. Since 2021, favorable developments in the country have created the right environment for a surge in shale production in Argentina. In today’s Tanker Opinion, we will discuss the prospects of further production growth and the potential for meaningful seaborne exports.
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