What happens when US oil production recovers?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- US production influences crude price differentials and refining margins
- What shifts US production from declining to increasing?
- Which producing regions will be the first to respond?
- Will enough infrastructure be built to support the production increases?
- How might US refiners respond to growing US crude supply? Might it sail to other refining markets?
- How wide does Brent-WTI need to be to encourage US crude oil exports?
- Key uncertainties and strategic implications
Tables and charts
This report includes the following images and tables:
- Brent-WTI Cushing differential & US tight oil differentials to WTI Cushing
- Pre-FID global breakeven cost curve by resource theme
- 2020 global oil supply gap & Breakeven cost of required new supply
- US oil supply outlook by resource theme & US tight oil supply outlook by play
- Overview map of Gulf Coast infrastructure and developments
- Permian supply and takeaway by destination
- US crude oil supply & East Coast (PADD I) crude slates & Gulf Coast (PADD III) crude slates
- Destinations of US crude oil exports & Mexico refinery crude slates
- Conceptual overview of North American crude oil prices & Brent-WTI and US oil exports
What's included
This report contains:
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