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Insights

The impact of lower oil prices on shale oil- US Shale Oil at an Inflection Point

Oil Market Report

US shale oil production continued to increase even as oil prices tumbled 50 percent but lower oil prices have begun to take their toll. Sustained drops in US oil production are expected as oil hedges expire, financing from secured lending is tightened and the high yield debt market becomes too expensive. Aside from shale oil, the lower oil price environment will also impact global oil supply but Saudi Arabia will be the main beneficiary when global oil markets become tighter and prices rebound by 2020.

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Quarterly Oil Market Update (Q4 2014)

Oil Market Report

Global oil balances will increase in Q1 2015 as oil demand remains subdued but oil supply continues to expand from the US, Russia and Iraq. All of this will maintain pressure on oil prices in the first quarter. Beyond Q1 2015 we see prices recovering, with a sharper rebound in H2 2015, due to a group of factors. Regardless of lower price environment, Saudi Arabias strategy is clearly to maintain market share in key export countries and, as a result, we see production falling only slightly in the next two years. We project full year average production in 2015 at 9.6 mbpd, declining to 9.4 mbpd in 2016.

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Quarterly Oil Market Update Q1 2015

Oil Market Report

Quarterly Oil Market Update Q1 2015

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The Outlook for Unconventional Oil Gas Production Full report

Oil Market Report

The Outlook for Unconventional Oil Gas Production Full report

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Quarterly Oil Market Update Q2 2014

Oil Market Report

Quarterly Oil Market Update Q2 2014

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