Insight
Gulf of America round table video: midyear themes and outlook
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Wood Mackenzie's Gulf of America (Mexico) upstream research team discuss the topics and client feedback that are driving our asset model updates and our expectations of near-to-medium term activity in the region. How is the Middle East conflict changing out outlook? What does higher-for-longer oil prices mean for companies in the Gulf? How can the region mitigate production decline heading into the 2030's?
Table of contents
- Executive summary
- Macro factors: Middle East conflict and cash flow
- Exploration: a cyclical low, with signs of future recovery
- Supply outlook: a shrinking project pipeline
- Enhanced Oil Recovery: sustaining the plateau
- Well performance: Norphlet emerging as a capital-efficient play
- Outlook
Tables and charts
This report includes the following images and tables:
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2026 exploration prospectsGulf of America production supply curve
What's included
This report contains:
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