Mature non-OPEC production faces 0.3 mb/d downside in 2026 at $60 Brent

June 5, 2025

Recently released for subscribers, Energy Aspects experts examine the potential downside risks to non-OPEC conventional crude production if Brent averages $60/bbl over 2025-26. 


Our research reveals a possible 0.3 mb/d reduction to our 2026 forecast, with varying impacts across different regions. While the market has focused primarily on US shale's response to lower prices, conventional fields face significant challenges too.  


What you'll discover in this analysis:

  • Major OFS companies' earnings trends and industry health outlook for 2025. 
  • Contrasting performance between tight oil activity and deepwater operations. 
  • Tariff implications for OFS supply chains and equipment manufacturing. 
  • Regional market performance across North America, Mexico, and Saudi Arabia.
  • Strategic responses to shareholder expectations during market turbulence.
Mature non-OPEC production faces 0.3 mb/d downside in 2026 at $60 Brent

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