Lower 48 supply: all downhill from here
Report summary
Table of contents
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Executive summary
- Short-term supply: the need to consider scenarios
- A word on higher prices
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Forecasting into uncertainty: three scenarios
- Scenario #1: deeper cuts necessary
- Scenario #2: lower for longer
- Scenario #3: frac holidays extended
- Conclusion
Tables and charts
This report includes the following images and tables:
- April 2020 short-term crude outlook: welcome to the Lower 48 peak
What's included
This report contains:
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