North America Crude Markets long-term 2021 outlook to 2050 Report

Commodity Market Report 04 June 2021

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Report summary

As the post-Covid-19 recovery gathers momentum, so do questions around the North American market landscape going forward. How will Lower 48 focused producers adapt in a cashflow, ESG, and energy transition focused investing environment, and what does that mean for US supply trajectory? In our H1 2021 outlook we assess the impact of stronger US production growth in 2020s on an over-built midstream system and where further midstream investment is required to support peak North American supply in the early 2030s. Key topics include: • The challenge for US Lower 48 as core inventory is exhausted and producers face weaker long-term prices • How changes in the North American midstream system utilization outlook impact inland crude differentials • What does an accelerated Lower 48 long-term production roll off mean for midstream asset utilization? • Coverage of key regional supply, midstream and pricing narratives

Global fundamentals and Brent price overview
US Lower 48: stronger activity recovery is expected in the near-term, but the late-term price erosion has a profound impact on tight oil supply
The recovery from 2020 lows has been uneven across the Lower 48
Above ground challenges: investor scrutiny, operator consolidation and an evolving regulatory landscape
Rest of North America – NGL and oil sands supply lead growth, minor downgrades overall
North American market overview
Regional market outlook: Western Canada
Regional market outlook: Bakken & Rockies
Regional market outlook: Midcontinent
Regional market outlook: Permian Basin
Regional market outlook: USGC and crude exports

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What's included

This report contains:

North America Crude Market Midstream Forecast Tool 2021.xlsm

XLSM 18.02 MB
North America Crude Markets Exports And Coastal Infrastructure 2021.xlsx

XLSX 1.31 MB
North America Crude Markets Supply And Inland Infrastructure 2021.xlsx

XLSX 3.34 MB