Commodity Market Report

North America Crude Market 10-year investment horizon outlook

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Eight months into Russia’s invasion of Ukraine, the impacts on the North American crude value chain have been notable with likely sticky dynamics set to shift the outlook for North American crude in the global context for the next decade. Shifting European refinery crude sourcing patterns, along with an upgraded view on US supply growth despite staunchly capital disciplined E&Ps, lay a pathway for a final 2025-2030 midstream investment wave in US midcontinent and Permian regions. A more aggressive view on PADD III refining capacity rationalization in this view lifts crude export volumes and reinforces the need for coastal midstream investment to provide unfettered access for US crude into the global market.

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This report contains:

  • Document

    North America Crude Market Supply And Inland Infrastructure IHO Oct 2022.xlsx

    XLSX 3.31 MB

  • Document

    North America Crude Market Exports And Coastal Infrastructure IHO Oct 2022.xlsx

    XLSX 1.02 MB

  • Document

    North America Crude Market Price Forecasts IHO Oct 2022.xlsx

    XLSX 78.79 KB

  • Document

    North America Crude Midstream Forecast Tool IHO Oct 2022.xlsm

    XLSM 24.58 MB

  • Document

    North America Crude Market 10 Year Investment Horizon Outlook October 2022.pdf

    PDF 2.26 MB