Kathy Hipple - Institute for Energy Economics and Financial Analysis
Greg Leveille - ConocoPhillips
Abhiram Rajendran - Energy Intelligence
US oil production may have peaked due to Covid-19. Low prices and tight capital mean companies are now focused on sustaining rather than growing production.
Has the Covid-19 crash delivered a lasting correction to US shale? Amid the gloom, are there counternarratives? What does the future hold if oil prices rebound and stay steady around $50?