Commodity Market Report
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:
Other reports you may be interested in
Commodity Market Report
North America Crude Markets short-term outlook: April 2024
TMX and concluding US refinery maintenance will soon bring change… but just how soon?
$3,500
Commodity Market Report
North America Crude Markets short-term outlook: March 2024
US exports jump to record high amid coastal refinery outages.
$3,500
Commodity Market Report
North America Crude Markets short-term outlook: January 2024
How are H2 2023 production gains in Canada and the Permian affecting egress corridors?
$3,500