Commodity Market Report

North America Crude Markets long-term outlook H1 2020

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05 June 2020

North America Crude Markets long-term outlook H1 2020

Report summary

In this update, we look ahead to a post-COVID world and assess how Canada and US Lower 48 production will recover as well as how US focused producer behaviour may evolve on the other side of the rapid market downturn. L48 production in our latest outlook is very much a story of modest rebound and growth deferred. This promises significant impacts on regional crude flows, basis pricing and future midstream investment needs for the next 20 years. In this update, we explore: -Key regional supply, midstream, and pricing dynamics -Is there a need for future crude midstream capacity additions? Where are the investment opportunities? -How do Western Canadian midstream developments impact crude flows and regional pricing in the US? -What is the outlook for US crude exports and what does this mean for coastal infrastructure development – is an over-build still looming?

Table of contents

  • US Lower 48 in focus: a growth consolidated
  • Capital discipline: growth at higher prices?
  • Permian operators are best positioned for growth
  • Western Canada
  • Bakken
  • Rockies
  • Cushing
  • Permian
  • Crude exports and Coastal Infrastructure

Tables and charts

No table or charts specified

What's included

This report contains:

  • Document

    North America Crude Markets pricing and differentials summary H1 2020.pdf

    PDF 610.69 KB

  • Document

    North America Crude Markets Permian and USGC H1 2020.pdf

    PDF 1013.32 KB

  • Document

    North America Crude Markets Midcontinent H1 2020.pdf

    PDF 1.20 MB

  • Document

    North America Crude Markets US Lower 48 supply H1 2020.pdf

    PDF 1.00 MB

  • Document

    North America Crude Markets Western Canada Reports H1 2020.pdf

    PDF 1.08 MB

  • Document

    North America Crude Markets exports and coastal infrastructure H1 2020.xlsx

    XLSX 1.49 MB

  • Document

    North America Crude Markets midstream forecast tool H1 2020.xlsm

    XLSM 15.39 MB

  • Document

    North America price forecasts H1 2020_.xlsx

    XLSX 66.02 KB

  • Document

    North America Crude Market supply and inland infrastructure H1 2020.xlsx

    XLSX 2.08 MB