Commodity Market Report
From Hardisty to Houston: crude market future hinges on infrastructure -- North American crude market H1-2018 update
Report summary
The North American crude market is fundamentally reshaping global crude market dynamics, a trend set to continue in coming years. These changes are led principally by continued growth in US onshore production and resulting export volume surge into the global crude market. The key underlying assumption that supports these coming changes is the underlying infrastructure will be there to support a continent with booming crude production into the 2020s. How this infrastructure story unfolds will have perhaps the largest impact in shaping the North American crude market story over the next 20+ years and in this report we offer themes around this central axis.
Table of contents
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Executive summary
- Lower 48 supply: what could slow the US growth machine?
- Increasingly light US production: where will condensate barrels find a home?
- US crude exports: Corpus Christi about to boom
- Permian Basin: will mammoth infrastructure buildout keep pace with Lower 48 growth engine?
- Western Canada: TMX impact to send shockwaves across North American market
- Trouble in the Rockies: avalanche of Bakken flows could overwhelm Rockies infrastructure
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