EA Forum podcast: Enterprise Products sees US oil production growing into early 2030s
Previously released for Energy Aspects subscribers, EA Head of Upstream Jesse Jones talks to Anthony C. Chovanec, Executive Vice President, Fundamentals and Commodity Risk Assessment at Enterprise Products.
They discuss:
- Enterprise believes US oil production will continue to grow into the early 2030s, contrary to market expectations.
- US producers are always getting more efficient and how creative thinking means that production is holding up even in secondary basins.
- Major midstream companies are making multi-billion dollar bets on long-term Permian production.
- The focus of investment is now on handling the gas and NGLs that are growing much faster than crude.
- Enterprise is marketing its deepwater SPOT project and thinks it will deliver meaningfully lower costs for US crude exports.
Podcast recorded on 25 September 2024.
EA Forum
A space for global commodities and macro leaders to share their perspectives with EA's global client base. EA Forum features views and analysis from non-EA experts. Opinions and views expressed here are solely those of the author(s), not those of EA Group.
Keep up to date with the latest Energy Aspects insights and subscribe to our YouTube channel.
Recent insights
Explore 2026 oil market outlook with Yasser Elguindi and Dr Amrita Sen. Bullish demand, hidden trends, OPEC reserves, and key risks discussed in depth.
Explore our Energy 360 Market Insight analysing the drivers of global energy market volatility, oil, gas, and refined products outlook into 2026.
What was covered in the webinar: An introduction to Energy Aspects’ Alternative Data suite and the integration of data scientists with analysts to enhance market insights. An overview of LNG market developments , including the upcoming supply wave and the importance of tracking LNG trains individually for accurate market analysis. Explanation of proprietary construction monitor curves and their role in revising supply balances and identifying project delays, with examples of client demand for these as standalone products. Details on the construction monitor dataset , which tracks projects through to mechanical completion and provides both historical and under-construction asset data. Insights into the expansion of alternative data use cases, particularly for understanding gas demand and broader energy market trends. Webinar recorded on 18 November 2025.
