Will US oil supply react to $90/b prices?

Where is US oil production headed with prices at $90/b and some analysts seeing triple digits ahead?

We're digging into the US upstream outlook from several angles, with:

• Mitch Fane, Ernst & Young's Americas energy leader, on what's driving capital decisions, uncertainty around ESG disclosure requirements, and the state of industry consolidation and digital transformation (3:16).

• Nathan Hasbrook, analyst for S&P Global Platts Analytics, who shares the outlook for 2022 supply and a longer view of US shale's future (1:04).

• Starr Spencer, Platts senior editor for Americas oil news, with the Market Minute on the demand for premium drilling rigs, an example of cost pressures hitting the industry (16.45).

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This podcast was produced by Meghan Gordon in Washington and Derek Sands in New York.