este es el resumen de un trabajo hecho en harvard sobre las perspectivas politicas para inversion en shale en argentina.
para los que piensan que van a llover dolares.
primer parrafo es la conclusion y el segundo parrafo, habla de que en el mejor escenario vamos a importar gas hasta 2020.
http://belfercenter.hks.harvard.edu/fil ... 110113.pdf les paso el link no tiene desperdicio. los que les interesa el mercado y quieren info en serio aca tienen bastante.
In conclusion, the lack of credibility of any government policy in Argentina, no matter the
government, suggests that investors will focus on operations that can produce the highest returns
in the shortest time frame. The signing of an agreement is no guarantee that it will be developed
to its potential; Argentine federal and provincial governments have developed tools to seize
investments that do not perform to expectations and have used them against private companies as
well as against other nations’ NOCs. Development of shale gas under CFK and her heirs will be
slow and limited to fields that have easy and high yields; under a Menemist, development would
be faster but still limited to easy and high yielding field; and only in an Argentina without
Peronism could one see a long-term strategy to develop the nation’s shale gas resources.
Though there are expectations that production
can stabilize at about 40 bcm per year and slightly more at the end of the decade when shale gas
could be available, demand should reach almost 65 bcm in 2020. Even if Bolivia meets its
projected output,
Argentina would still need to import over 10 bcm that year.34 Consequently, if
growth continues, even under a best-case scenario the country would still be a net importer of
gas in 2020.