Illegal Activity
none
Blackmail
none
Date
31 May 2015
Document Type
report
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:41
Summary
This Deutsche Bank report analyzes global crude production, focusing on non-OPEC sources and the implications for US crude growth. It suggests that US onshore growth will be needed, requiring oil prices in the $65-$70/bbl range to incentivize and support this growth, and that post-2017, shortages in non-OPEC supply will drive a rapidly escalating call on US crude and price inflation.
Metadata
- Subject
- The "Other" 40 Million Barrels a Day and the Call on US Crude Growth
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0058852 SDNY_GM_00205036
- Date
- 31 May 2015
Relationships 1
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| Deutsche Bank | business | companies covered in its research reports | Deutsche Bank does and seeks to do business with companies covered in its research reports. |
Notable Quotes 3
Waiting for the Non-OPEC collapse? Don't hold your breath
$55ibbl oil isn't going to suffice
Post-2017? Hold on to your hat...
Financial Information
Amounts:40 Million Barrels500 Mb/d$65-$70/bbl1380 Mb/d970 Mb/d150-200 Mb/d350 Mb/d500+ Mb/d31.6 MMb/d30.5 MMb/d$55ibbl$70/bbl35%-40%$60/bbl1,000 Mb/d/yr120.00 to 125.CO(USD190.00 to Ekrir to Hold75.00ILISO)37.00 to 35.00(USD)51.00 to 46.03(USD)81.00 to Hold to Buy90.001USD)91.00 to 89.03(USD)70.00 to 81.03(USD)69.00 to 60.00(USD)96.00 to 100.00(USD)182.00 to 175.CO(USD)56.00 to 52.031USD)1.2 MMb/d103.0063.6867.5227.1943.4678.1985.2065.2278.1988.69
Public Knowledge
- Context
- The report discusses oil production and pricing, which are topics of public interest.
- Media Worthy
- Yes
Raw Analysis JSON
click to expand
Themes
Financial transactions/money flowBusiness dealings
Organizations 12
Deutsche BankDeutsche Bank Securities Inc.OPECChevronConocoPhillipsHess CorporationMarathon OilMurphy OilOccidental PetroleumExxonMobilDevon EnergyEOG Resources
Locations 5
North AmericaUnited StatesUSIranSaudi
Text Analysis
- Tone
- Analytical
- Purpose
- To analyze the global crude production outlook and its impact on US crude growth.
- Significance
- The report provides insights into the future of US crude production and the oil prices needed to support it.
File Info
- File Name
- EFTA01367320.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:41:58.472314
- DOJ Source
- View on DOJ