If you build it, will they come? Assessing the need for additional Permian crude pipeline investment
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- The Old World: how the last Permian bottleneck played out and what it means for the future
- The Permian is the only large-scale oil supply growth driver in the Lower 48
-
Low-hanging fruit: brownfield vs. greenfield expansions
- Multiple projects are on the table:
- Raising the ceiling
- A paradigm shift in Midland pricing dynamics
- Key conclusions
Tables and charts
This report includes the following images and tables:
- WTI Midland-WTI Houston
- Permian outbound pipeline utilization
- Oil supply forecast by region
- Monthly Permian oil production growth by operator type
- Annual Permian oil production growth
- Gray Oak
- Permian to Gulf Coast pipeline utilization
- WTI Midland-WTI Houston differential: past vs. present
What's included
This report contains: