Commodity Market Report

North America Crude Markets short-term outlook: November 2020

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03 November 2020

North America Crude Markets short-term outlook: November 2020

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

This report contains:

  • Document

    North America Crude Markets short-term outlook Nov 2020 slidepack.pdf

    PDF 1.17 MB

  • Document

    North America Crude Markets midstream short-term outlook Nov 2020.xlsx

    XLSX 3.24 MB

  • Document

    North America Crude Markets supply and pricing short-term outlook Nov 2020.xlsx

    XLSX 932.43 KB