North American Crude Markets long-term outlook H1 2019
Why buy this report?
Understand what you need to watch in North America’s crude markets out to 2040.
You’ll get our latest forecasts for North America crude flows though all major pipelines, hubs, and export terminals, using our proprietary data and analysis tools.
Get answers to all your questions about North America’s crude markets, including:
- What impact could critical infrastructure upgrades have on capacity?
- How do we expect the profile of the US Lower 48 to change in the next 20 years?
- What’s the long-term impact of midstream build out?
- How will crude flows into coastal markets evolve and where will advantaged netbacks be achieved?
There are a number of new wrinkles in the North American crude story and the market could evolve in multiple ways. Use our datasets and charts, including cutting edge scenario analysis and granular midstream forecast data, to help you cut through the uncertainty.
Report summary
The North American crude infrastructure development story continues to roll forward, with new wrinkles driving uncertainty around how the story will ultimately unfold. In this long-term update we introduce cutting-edge analysis from our new North America Nodal Network model delivering scenario analysis and granular midstream forecast data to help cut through the uncertainty. We explore recent infrastructure developments and their lasting long term market impacts on North American crude flows and pricing. Based on updated production views, we highlight where new infrastructure development and FIDs are needed and where potential overbuilds loom. We explore in detail how future infrastructure developments will impact specific inland asset utilization and hub flows. We also look to the midstream final frontier – detailed views on export terminal utilization and build out need.
Table of contents
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US Lower 48 supply in focus: core inventory continues to be limiting factor
- US Lower 48 crude and condensate production outlook
- Long-term cost curve comes down
- The Majors in the Permian
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USGC and Crude Export overview
- Permian Infrastructure and Pricing
- US crude export volume outlook executive summary
- US coastal export infrastructure executive summary
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North America Midcontinent overview
- W. Canada Infrastructure and Pricing Outlook
- Bakken and Rockies infrastructure and pricing outlook
- Cushing Infrastructure and Pricing Executive Summary
Tables and charts
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What's included
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