Insight
US Lower 48 outlook: Is the party over? Part 2
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
This insight is an update of the 'US Lower 48 oil outlook: Is the party over?' report that was originally published in December 2015 and examined a number of sensitivities around our H2 2015 (Part 1) supply forecast. In this insight, we run the same sensitivities on our H1 2016 (Part 2) supply forecast. Sensitivities around service costs and prices are the most pivotal inputs inspected. The biggest change from H2 2015 is the amount of supply that can come online in the $40-50 per barrel range. In Part 1, the $50 scenario resulted in a continued decline in production over the next 20 years. In Part 2, the $50 scenario results in an additional of 2.0 million b/d by 2025.
Table of contents
- US Lower 48 outlook: Is the party over? Part 2
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
US Lower 48: 4 things to look for in 2026
We highlight US Lower 48 themes in the coming year including activity trends, Permian production outlook, M&A expectations and gas supply.
$1,350
Asset Report
ExxonMobil - Lower 48 upstream
A valuation of ExxonMobil's Lower 48 assets.
$22,800
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
