Down but not out: how long until the Permian reverts to growth?
*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
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Executive summary
- Permian growth is only taking a pause
- Prices approaching US$70/bbl by 2025 trigger activity
- Only a few robust companies command growth
- Geographically concentrated activity in the very best areas
- Rig count doesn’t need to fully rebound
- Structurally lower oilfield service costs benefit future activity
- Strong growth through 2025 has long-term implications
Tables and charts
This report includes the following images and tables:
- Permian production by Macro Oils long-term outlook vintage
- Cash flow breakeven price for select Permian players
- Permian activity by play
- Cumulative Permian D&C capex spend by forecast vintage
- Permian production and associated activity levels
What's included
This report contains: