I think the numbers you are quoting are for oil extraction from kerogen in real honest to goodness Utah and Colorado Book Cliffs shale. It is for processing and does not include massive amounts of CAPEX to access the shale. Not much of that going on except a pilot project or two maybe and I’m pretty sure they are funded with tax payer dollars.
Check the breakeven number on Unconventional shale oil produced from wells by flowing and pumping instead of processing of shale rock insitu or exsitu. Those projects have been pretty much abandoned. Most are finding that unconventional shale oil production from the Bakken and Eagle Ford and places like that is a chapter out of a book called Ponzi. They require near continuous cash feed to keep going below somewhere between $70 and $80 a bbl.
Its obvious that you are an expert. However there is little doubt that fracking and the new technologies have altered the oil and gas dynamic within the United States. There are political ramifications and US foreign policy will soon reflect the new energy realities.