高盛：2023碳经济学：第三次美国能源革命研究报告（英文版）

The US shale revolution started in 2008, and over the following decade made the US the world’s largest oil & gas producer, providing American industry and consumers with low-cost energy comparable in scale and cost positioning only to the Middle East. However, 15 years later, shale is entering its age of maturity and eventual decline. Using our Top projects data, we estimate that shale reserves have fallen by 33% since 2017, reducing the reserve life of shale (resources/production) by 57%