Sensitive Kind – Assessing the Oil Price Sensitivity of U.S. E&Ps as EIA Forecasts a WTI Price Plunge
RBN Energy Blogcast · Nick Cacchione
October 13, 202512m 31s
Audio is streamed directly from the publisher (rbn-polly.s3.amazonaws.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
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.