I don't know if it is all accurate since I am no expert but the article is certainly interesting and food for thought. Basically argues that the shale gas revolution is not about energy but rather about (investors) money and that the benefits are not going to come through for the economies that are pursuing it. That leaves the heavy energy usage countries in a predicament ...

http://www.theautomaticearth.com/debt-rattle-aug-4-2014-debt-and-energy-shale-and-the-arctic/