Insight
The next decade of US Lower 48 oil and gas supply
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Lower 48 supply is growing once again, but the pace is far different from other expansionary periods. Headwinds like OFS constraints and sustained capital discipline moderate production potential. Just how sustainable is the current framework for asset development? The Permian’s growth has been supplemented by other plays in the past. But that changes going forward. On the gas side, all eyes have been on the Haynesville’s resurgence and its link to LNG demand, but Permian associated gas will continue to be an area to watch. Click through for our analysis on how it all unfolds. · How much more can the Permian grow and when does inventory quality change the basin’s overall trajectory? · Is year-on-year volatility a thing of the past? What impact might a WTI $50/bbl scenario have on production? What about $110/bbl? · With a wave of LNG export projects in the horizon, can the Permian and Haynesville grow enough to meet future demand?
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Asset Report
Other Rocky Mountains tight oil and gas unconventional play
Explore other tight oil and gas reservoirs beyond the established key Rocky Mountain plays. Identify pioneering E&Ps and new opportunities.
$2,800
Insight
Global oil supply short-term update - November 2025
OPEC+ agree to a pause in unwinding cuts in Q1 2026, due to expected over-supply.
$1,350
Insight
Global oil supply short-term update - December 2025
OPEC+ policy remains unchanged, with a pause in unwinding cuts in Q1 2026, due to expected oversupply.
$1,350
