Has U.S. oil production growth hit the buffers? Supply has boomed over the last decade, disrupting the market, domestically and internationally. But weak commodity markets and corporate strategies are now taking their toll, undermining the expected growth path in the near term. I spoke with our North American market expert, John Coleman, principal analyst, crude supply and infrastructure, to get his perspective. The big question is: have we passed “peak growth” for U.S. tight oil? Our forecasts suggest we have . And pipeline developers (and their financiers) who’ve done so well out of the boom are increasingly concerned about it. Permian crude supply growth, the main driver of tight oil growth, has outpaced takeaway capacity frequently in the last few years. When production jumped by an astonishing 1.7 million barrels per day (b/d) in the two years from January 2018 to December 2019, infrastructure was stretched to the limit. […]