Monday Macro View: Will U.S. oil production increase further?

The U.S. shale sector will be subject to many developments as the gap between the policy direction of the current U.S, administration and the upcoming one along-with the priorities of the industry itself combined with the wider geopolitical and economic factors will make up for an exciting 2025. In recent months, the sector has displayed a remarkable ability to adapt to changing circumstances, although challenges such as depletion, policy changes, and evolving market demands loom large. With President-elect Donald Trump set to assume office and the Biden administration exiting with restrictive energy policies, the shale sector faces a pivotal juncture. The top three priorities are: balancing production discipline, shareholder priorities, and innovation.