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?
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