Wood Mackenzie analysts forecast a decline in U.S. tight oil production by 200,000 barrels per day in 2026, with WTI prices expected to be 20% lower than in 2025. The EIA's projections indicate Lower 48 States crude oil production will decrease from 11.29 million barrels per day in 2025 to 11.11 million barrels per day in 2026. Additionally, the report suggests a shift in focus towards gas investments as LNG demand rises.
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