Unconventional oil and gas: Relationships
Every element and industry that Unconventional oil and gas is linked to, and how. Each pair has its own card explaining the relationships between the two.
- Crude oil: Shale and other unconventional oil is crude sold into the same market, but its output would fall by more than 35% within a year if drilling stopped, so it depends on continuous drilling and responds to price within months. US tight oil made the United States the largest producer, at a record 13.6 mb/d in 2025, and new-well breakevens of about USD 61 to 70 a barrel in 2025 mark the price range where US supply growth starts or stalls. (researched)
- Natural gas: Shale and tight formations now supply most US gas, which turned the United States into a net exporter and the world's largest LNG seller. Through LNG, the cost of US shale gas plus liquefaction has become a reference point for gas prices in Europe and Asia. (researched)
- Refining and reforming: Energy flows from unconventional oil and gas to refining and reforming; their prices have moved together.
- Advanced geothermal: Their prices have moved together.
- CNG, LPG and biogas distribution: Their prices have moved together.
- Flare and off-gas recovery: Energy flows from unconventional oil and gas to flare and off-gas recovery.
- Fuel stocks and strategic reserves: Their prices have moved together.
- Gas pipelines and city gas: Energy flows from unconventional oil and gas to gas pipelines and city gas.
- Hydrochloric acid: Their prices have moved together.
- Kaolin & clays: Their prices have moved together.
- LNG chain: Energy flows from unconventional oil and gas to LNG chain.
- Methane hydrates: Energy flows from methane hydrates to unconventional oil and gas.
- Nitrogen gas: Their prices have moved together.
- Oil and product pipelines: Energy flows from unconventional oil and gas to oil and product pipelines.