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
Table of contents
-
Executive summary
- Short-term supply: the need to consider scenarios
- A word on higher prices
-
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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