Upside gauged: additional tight oil growth for a stretched market
*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
-
What would need to change?
- 1. Convince stakeholders a bigger business is a better model
- 2. Rebuild the OFS supply chain
- 3. Construct better bridges with Washington DC
- 4. Quickly bring back E&A
- 5. Increase US exports
- If these factors align, an updated growth scenario could occur
Tables and charts
This report includes the following images and tables:
- Short-term Lower 48 oil supply potential: US$100/bbl WTI and bottlenecks removed
- Short term Lower 48 oil quarterly growth potential: US$100/bbl WTI and bottlenecks removed
- 2022-2026 average cash flow profile assuming 5% growth per annum
- Ability to support additional Lower 48 oil supply growth: traffic light index
What's included
This report contains:
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