Power Generation Offers A Commercially Viable Alternative For Oil Shale Monetisation

BMI View: The outlook for oil shale indicates that the resource is unlikely to be tapped for the production of fuel. However, there is an alternative that has already proven to be commercially viable in certain cases: the use of oil shale for power generation. We believe that the utilisation of this technology is set to expand, particularly in countries that lack sufficient domestic gas resources to satisfy booming demand, or in regions where the unequal allocation of resources leads to import dependencies with geopolitical consequences. We also believe that, with some exceptions, power companies are more likely to invest

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