April 11, 2025 US shale is more sensitive to price fluctuations because higher investments are needed to stave off steep production decline rates, Poten and Partners said in a weekly energy report. Though lower shale production would put US oil exports at risk, some countries may use energy purchases to lower their tariff rates, according to Poten. “As a result, more crude could be shipped to Korea and to Japan, while exports to China might be reduced. Lower US production and exports would balance the Opec+ increases that are planned,” the Poten report said. “Trade flows will change as a result. However, there are too many variables and uncertainties to draw any clear conclusions with respect to the implications for the freight market.” To read the full article, click here.
