Commodity Market Report
North America Crude Markets short-term outlook: November 2020
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Merger mania in the shale patch is being overshadowed by Increasing concerns of a second- COVID wave and resulting European lockdown measures threatening to mute the demand recovery. Despite market jitters on the demand outlook, the consolidation theme was front and center during earnings season conference calls and and discussion of the impacts for both the upstream and midstream space. In this update, we explore: • What upstream consolidation could mean for production and impacts to midstream re-contracting efforts • WTI price impacts from ramping Libya production and expected weakening European gasoline margins • Inclusion of DAPL expansion into base case and impacts to Bakken prices
Table of contents
- Lower 48 supply outlook
- Pricing outlook
- Storage outlook
Tables and charts
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What's included
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