Insight
Reexamining Lower 48 oil supply elasticity
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Lower 48 producers have the flexibility to respond to changes in oil prices. However, most Lower 48 E&Ps are prioritizing returning cash to shareholders while delivering modest and sustainable production growth. With the recent wave of consolidation, we believe any response to changes in oil prices will be muted compared to the behavior of tight oil producers in the previous decade.
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
Global oil supply short-term update - December 2025
OPEC+ policy remains unchanged, with a pause in unwinding cuts in Q1 2026, due to expected oversupply.
$1,350
Insight
Lower 48 long-term oil and gas supply outlook H2 2025
With a declining oil rig count, emerging plays, and shifts in commodity prices, how will Lower 48 supply evolve over the next decade?
$1,350
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
