Category: Scenario Analysis
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The Implications Of “Peak Shale”
During the past fifteen years, technological advancements in extracting crude oil from shale rock have propelled the United States into the unfamiliar role of the world’s top oil producer. Recently, though, representatives at several leading fossil fuel companies predicted that American oil production is peaking and will soon decline. The causal factors that they cited…
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United Airlines’ Scenario-Based Investor Guidance Isn’t Worrisome At All
United Airlines is drawing attention over its recent decision to release two different sets of investor guidance. Some commentators are correctly noting that two sets of guidance is a “novel” occurrence. Usually, companies release one set of guidance that reflects its assumptions about the economy’s probable future path. Alternatively, on rare occasions, companies may decline to…