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US Shale Oil to Accelerate Production on Efficiencies, BNEF Says

Oil well pump jacks operated by Chevron Corp. in San Ardo, California, U.S., on Tuesday, April 27, 2021. California Governor Gavin Newsom announced a plan to ban new hydraulic fracturing permits in the coming years and to consider phasing out oil production statewide by 2045. Photographer: David Paul Morris/Bloomberg****EDITOR NOTE: DRONE VIEW***** (David Paul Morris/Bloomberg)

(Bloomberg) -- US oil production will grow by 600,000 barrels a day in 2025, about 50% more than this year, due to higher well productivity, according to BloombergNEF. 

Shale producers are pumping more oil per dollar invested in oil fields by drilling wells with fewer rigs and using better fracking techniques, BloombergNEF said in a report published Thursday. The US will increase production 4.5% to a record 13.9 million barrels a day next year. 

BNEF’s forecast is more bullish than the 13.7 million barrels a day estimated by the US Energy Information Administration. 

“Efficiency gains, process improvements and adapting best field practices have allowed oil companies to reduce capital spending while avoiding a decline in well completions,” BNEF analyst Tai Liu said in the report. 

Higher US shale production comes as oil prices have dropped 17% from this year’s high in April due to lower-than-expected demand, especially from China. It’s another headache for OPEC and its allies who are considering bringing 500,000 barrels a day of curtailed supply back to the market in the fourth quarter. 

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