Insight
US Lower 48: 4 things to look for in 2025
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The overarching theme for the US Lower 48 upstream next year will be change. The question is, "just how much?”. In this insight, we highlight the key themes to look for in 2025 including emissions, cost efficiency, investment trends, and consolidation.
Table of contents
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Executive summary
- 1. Methane fees materialize
- 2. Cost structures hold
- 3. Company reinvestment philosophy unchanged
- 4. Fewer surprise deals
- Things to look for in 2025 – a regional upstream series
- Global upstream insights:
- Regional upstream insights:
Tables and charts
This report includes the following images and tables:
- Carbon price benchmarking
- Visualizing US tight oil's continued progress in cost efficient growth
- Lower 48 E&P reinvestment rates
- EV/EBITDA (2024-2025 consensus) vs. debt capacity to reach 40% net debt/book capital
What's included
This report contains:
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