Commodity Market Report
North America Crude Markets long-term outlook H2 2018
Report summary
The crude infrastructure development story in North American continues to roll forward with the midcontinent story likely entering the late innings, and the coastal development story just getting warmed up. In this long-term update 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 the final frontier for US crude infrastructure: export terminals. We highlight potential market shaping project developments (offshore terminals?), project economics and market impact scenarios.
Table of contents
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Executive summary
- US Lower 48 crude: on pace to peak sooner
- The roaring 20s for the Permian while growth in mature plays starts to peter out
- Midcontinent infrastructure development enters late innings
- Export infrastructure story is just getting warmed up – is offshore the wave of the future?
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