Dear Friend,
The shale revolution used to be a punchline. “You can’t get oil from rock,” they said.
Investors who ignored that made fortunes. Continental Resources: 1,000%. EOG: 3,000%. Brigham Exploration: 1,200% in 29 months.
Same rigs. Same crews. Same fracturing techniques.
Now those rigs are pointed at a different target. Not shale rock. The heat beneath it.
The technology just proved out twelve years ahead of schedule. The government is backing it. Google, Bill Gates, and the world’s largest sovereign wealth fund are already in.
And on July 4th, every competing clean energy source loses its subsidy. This one keeps full credits for eight years.
One company has been building this for six decades. The playbook is repeating.
See the stock running the shale playbook >>
“The Buck Stops Here,”
Kelly Maguire
Behind the Markets
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