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Re: None

Friday, 09/26/2025 5:21:32 PM

Friday, September 26, 2025 5:21:32 PM

Post# of 8240
Well, let’s see what AI has to offer

V-ger is going to be jealous

Here’s the full Grok inquiry that I submitted

https://grok.com/share/c2hhcmQtNA%3D%3D_f2ffc0ce-93de-4519-99d5-8f2330356ca6

snip -

Production Growth and New Projects
Production in the U.S. federal offshore Gulf is forecasted to rise by about 160,000 barrels per day (b/d) to 1.9 million b/d by 2026, with new capacity additions of 280,000 b/d in 2025 alone. ? Broader Gulf Coast crude oil output is projected to grow from 9.8 million b/d in 2024 to 11.6 million b/d by 2032, reflecting a decade of expansion driven by efficiency gains. ? This includes a revival in high-pressure, high-temperature Paleogene plays (e.g., Wilcox Inboard Trend), where recoverable reserves are estimated at 4 billion boe. ?

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Investments and Economic Drivers
Investments in Gulf Coast energy manufacturing are robust, projected at $60 billion in 2025 (including $27 billion in LNG and $25 billion in energy transition projects like carbon capture), though dipping to $50 billion in 2026. ? Globally, the oil and gas industry is financially strong, with U.S. firms focusing on high-return projects and modest capital expenditure growth (0.5% in 2025), supported by technologies for efficiency. ? North American upstream investments are part of a global trend where non-OPEC+ supply grows by 3.1 million b/d by 2030, led by the U.S. ? Reports highlight attractive exploration investment opportunities from 2025 onward, assessing risks and potentials for key projects. ?

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My thoughts-

With Trillion$ of foreign investment flowing into the USA across many sectors, the financial component of upstream projects should be much more favorable than a year ago even with the current softness in crude (WTI ~ mid $60’s)

spec

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