Insights: US shale maturity and the future of North American supply

North America's oil supply outlook is entering a new phase. According to Enverus' latest long-term analysis, US shale is "aging, not broken."

In this episode of the Oil & Gas Journal ReEnterprised podcast, Mikaila Adams speaks with Dane Gregoris, managing director at Enverus Intelligence Research, about the data behind the firm's outlook for North American oil production.

The discussion explores:

Why US shale growth is expected to slow as inventories mature.

Declining productivity trends and changing inventory quality.

The long-term outlook for the Permian basin.

New technologies that could improve recoveries.

Why Canada is becoming increasingly important to future North American supply.

How infrastructure, LNG development, and market economics could shape production through 2035 and beyond.

Gregoris explains why Enverus expects US production to remain relatively stable over the next decade, what rising marginal supply costs could mean for markets, and how the North American energy landscape may evolve as the industry's most productive shale resources mature.