These guys at the USGS are a bit late to the party but they’re doing a good thing (for the economy, maybe not the environment) by publishing research like this.

Many companies have formed their opinions on these plays already, often with superior data, but foreign companies, smaller companies, and firms not as focused on the region will benefit. The hope from the USGS side is that it will spur investment into the region.

The biggest issue? Cost of extraction/breakeven pricing, bar none.

Fwiw: I worked in the energy industry as a geologist for some years.