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). Tell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod22 This podcast was produced by Meghan Gordon in Washington and Derek Sands in New York.