书籍 The Frackers的封面

The Frackers

Gregory Zuckerman

出版社

Portfolio

出版时间

2013-11-04

ISBN

9781591846451

评分

★★★★★
书籍介绍

Everyone knew it was crazy to try to extract oil and natural gas buried in shale rock deep below the ground. Everyone, that is, except a few reckless wildcatters - who risked their careers to prove the world wrong.

Things looked grim for American energy in 2006. Oil production was in steep decline and natural gas was hard to find. The Iraq War threatened the nation’s already tenuous relations with the Middle East. China was rapidly industrializing and competing for resources. Major oil companies had just about given up on new discoveries on U.S. soil, and a new energy crisis seemed likely.

But a handful of men believed everything was about to change.

Far from the limelight, Aubrey McClendon, Harold Hamm, Mark Papa, and other wildcatters were determined to tap massive deposits of oil and gas that Exxon, Chevron, and other giants had dismissed as a waste of time. By experimenting with hydraulic fracturing through extremely dense shale—a process now known as fracking—the wildcatters started a revolution. In just a few years, they solved America’s dependence on imported energy, triggered a global environmental controversy—and made and lost astonishing fortunes.

No one understands these men—their ambitions, personalities, methods, and foibles—better than the award-winning Wall Street Journal reporter Gregory Zuckerman. His exclusive access enabled him to get close to the frackers and chronicle the untold story of how they transformed the nation and the world. The result is a dramatic narrative tracking a brutal competition among headstrong drillers. It stretches from the barren fields of North Dakota and the rolling hills of northeastern Pennsylvania to cluttered pickup trucks in Texas and tense Wall Street boardrooms.

Activists argue that the same methods that are creating so much new energy are also harming our water supply and threatening environmental chaos. The Frackers tells the story of the angry opposition unleashed by this revolution and explores just how dangerous fracking really is.

The frackers have already transformed the economic, environmental, and geopolitical course of history. Now, like the Rockefellers and the Gettys before them, they’re using their wealth and power to influence politics, education, entertainment, sports, and many other fields. Their story is one of the most important of our time.

Gregory Zuckerman is a special writer at The Wall Street Journal and the bestselling author of The Greatest Trade Ever. He is a two-time winner of the Gerald Loeb Award and a winner of the New York Press Club Journalism Award. He lives in New Jersey with his wife and two sons.

用户评论
后半部分写的有凑字数之嫌啊,有时候震撼业界的技术,其实简单直白的讲似乎毫不起眼,但是却足以影响千万人的生活
作为新年的第一本开篇书! 虽然没有把六家公司全部看完,但故事性强,人物刻画很明显,值得一看。不得不说,很大程度上,家庭环境对这些entrepreneur影响也是很大的。从另一个方面来说,中东国家能源收入堪忧,经济来源不稳定无法保障,是不是也算是页岩气革命的一个副作用呢哎。 回到公司运作的本质来看,自由竞争的市场是让小公司的优势得以充分展现的环境,但人、想法跟行动的配合才是让他们得以成功的关键吧。当然不是每家公司都是抱着改变、创新这一类飘渺的或者说理想型的想法而运作,有的单纯是看准市场,希望谋求利润,但他们的坚持可敬。
作者很业余 , Initial Production 都不标明一下是IP24, IP30,还是IP90. 但比读行研报告有趣很多,事在人为,公司实在不是data machine, assign a management premium/discount,太应该不过。
1)自由市场经济决定了适宜的激励制度;2)发达资本市场提供了充沛的资金来源;3)法律制度保障了私有化的开采权;4)地理数据公开,基础设施完善;5)地广人稀,自然资源丰厚;6)美国特色不惧失败的创业精神 => 一场改变美国,影响世界的页岩能源革命由此到来。向无畏坚持的Wildcatters致敬!
covidread - 从侧面看,很好的德州历史教材,德州是一个我希望永远不要踏足的土地,也是我度过四年时间地方
美国页岩油革命的入门书籍,通过此书可以很好的了解那些如雷贯耳的油气公司,Continental、EOG、LNG等等,的发家历程。简单记录一点感受:1、大宗商品市场绝对可以让人一下子暴富暴穷,商品价格波动+企业运营杠杆+人性的贪婪,可以使资产价值短时间内发生翻天覆地的变化;2、大宗商品市场投资与运营,需要眼光找对方向,需要胆量敢于下注,需要自省懂得控制,需要耐心能够坚持,最后,也肯定需要一些运气;3、向Papa、Hamm、Tom、Aubrey、Souki这些企业家致敬,期待下一个大宗商品周期的大戏!
美国页岩革命成功有三个主要原因。第一土地私有,个人拥有矿产权,让协商变得更加快捷,不需要包纳漫长的政府审核过程;第二基础设施健全,管道设施及地质信息的精准数据库,以及巨大的金融资本支持,搜集与储存设施,及有经验的劳动力;第三是企业家精神,以及合适的资本主义激励体系,让坚持不懈与功名垂涎驱使企业家们奋进,这对很多政府干预的国家不适用。中国尽管拥有第一大的页岩气储备,第三大的页岩油储备,但矿石构象更加复杂,开采过程需要更多的水,而水本身已是稀缺,而且没有管道,油服公司,或其他相应的基础设施。另外,由于山脉地形广袤,开采可能会造成板块运动与地震的发生。