DiscoverRBN Energy BlogcastSensitive Kind – Assessing the Oil Price Sensitivity of U.S. E&Ps as EIA Forecasts a WTI Price Plunge
Sensitive Kind – Assessing the Oil Price Sensitivity of U.S. E&Ps as EIA Forecasts a WTI Price Plunge

Sensitive Kind – Assessing the Oil Price Sensitivity of U.S. E&Ps as EIA Forecasts a WTI Price Plunge

Update: 2025-10-13
Share

Description

Crude oil price erosion over the past two years has resulted in declining earnings and cash flows for E&Ps, many of which have struggled to sustain their generous shareholder return program. Now, the EIA is forecasting a 26% plunge in the average 2026 price for WTI, to only $47.77/bbl. That portends steep cuts in capex and dividends for oil-focused producers. In today’s RBN blog, we calculate the oil price sensitivity of the 39 E&Ps we monitor and analyze their ability to weather the price dip.
Comments 
In Channel
loading
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Sensitive Kind – Assessing the Oil Price Sensitivity of U.S. E&Ps as EIA Forecasts a WTI Price Plunge

Sensitive Kind – Assessing the Oil Price Sensitivity of U.S. E&Ps as EIA Forecasts a WTI Price Plunge

Nick Cacchione