Analysts from J.P. Morgan Global Research take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.
Episodes
Friday Jun 09, 2023
Friday Jun 09, 2023
US oil producers are off to a hot start of the year while gas producers are seeing movement as well. Total US liquids production (crude, condensate, and natural gas liquids) has reached an all-time high of 18.9 mbd in March. Our basin-level production forecasts for both oil and gas are changing shape – driven by upside in the Permian and the falling rig counts in the US. Even with rigs falling, the locations are key as gas declines are expected by July.
Speakers:
Shikha Chaturvedi, Global Commodities
Cole Wolf, Global Commodities
This podcast was recorded on 09 June 2023.
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