Fat Prophets Says BHP Won't Sell All Oil Shale Assets

The video discusses BHP's plans to divest its US shale unit, possibly in response to pressure from investors like Paul Singer and Elliott. The company has previously considered selling some shale assets, but not all. The sale could yield $8-10 billion, attracting major US players due to the long-life nature of the assets. The timing is considered opportune as oil prices have improved, making it a favorable moment for BHP to sell. The video also explores potential buyers, market conditions, and the impact of rising US oil production.

What are the potential reasons for the company considering the divestment of its US shale assets?

Who are the key players mentioned in relation to the US shale market?

What kind of buyers are expected to be interested in the US shale assets?

How has the decline in oil prices affected the US shale market over the past year?

What factors are influencing the timing of the potential sale of US shale assets?