Insight
Lower 48 supply: all downhill from here
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Frac holidays, deeper capex cuts, and lower for longer are hot topics for many Lower 48 producers when discussing their updated plans for 2020. But what would it mean for the industry if any of these emerging trends are adopted at large? The downside risk is far from behind us. In this piece, we use our Lower 48 short-term supply model to examine the ultimate impact of three unique scenarios. Click through to find out why completion count is the new metric to follow for tight oil.
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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