AUSTIN, Texas (Jan. 21, 2025) — Enverus, the most trusted energy-dedicated SaaS company that leverages generative AI across its solutions, is releasing its 2025 Global Energy Outlook, an e-book focused on pivotal North American and international energy landscape trends and opportunities expected this year.
Enverus Intelligence® Research (EIR) experts believe the intersection of power and gas will drive the North American energy narrative in 2025, pushing oil production to the back seat. Power is not only influencing the natural gas sector but is permeating every aspect of the energy landscape. The race for artificial intelligence dominance has escalated into a global security issue, raising the stakes for all market participants as they balance volatile commodity prices, possible trade wars, uncertain demand, environmental pressure and investors’ demands for capital discipline.
“This year, inflation seems to have reached a ‘soft landing,’ creating an environment of easing interest rates. At the same time, the rapid acceleration of AI is driving unprecedented pressure on power demand. As we look ahead, the incoming U.S. president is poised to reshape energy policy, while ongoing global conflicts continue to inject uncertainty into the energy market,” said Enverus CEO Manuj Nikhanj upon the release of this year’s outlook, an e-book created to guide energy professionals and investors through both the traditional oil and gas sectors and the accelerating energy transition.
Key issues and themes to watch in 2025:
- U.S. Data Center Boom, LNG Growth and Regulatory Changes to Reshape Energy Markets: Data centers are driving U.S. load growth, while rising LNG exports are projected to lift Henry Hub prices to $4/MMBtu, spurring increased gas rig activity. Globally, LNG supply growth will test market absorption, while President-elect Trump’s policies may threaten critical tax credits for hydrogen and geothermal technologies.
- Momentum Builds for Key Transition Technologies: Battery storage will continue to reshape U.S. power markets while renewable natural gas, sustainable aviation fuels, and U.S. CCUS projects gain traction. In the Asia-Pacific region, energy security and climate goals will drive new investments.
- Cautious Resource Expansion Amid Oil Price Volatility: Brent is forecasted to average $80/bbl, with attention on OPEC+ and China. Global exploration remains dominated by supermajors and NOCs, while U.S. resource expansion focuses on the northern Delaware Basin. Smaller, less economic acquisitions are expected in the U.S. and Argentina’s shale growth will begin to turn heads.
- Upstream Industry Focuses on Efficiency: U.S. well costs are stabilizing as efficiency gains counter tariff pressures, with 4-mile laterals expanding. Permian productivity holds steady, while Haynesville shows improvement.
About Enverus
Enverus is the most trusted energy-dedicated SaaS company, with a platform built to maximize value from generative AI, offering anytime, anywhere access to analytics and insights. These include benchmark cost and revenue data sourced from more than 95% of U.S. energy producers and more than 40,000 suppliers. Our platform, with intelligent connections, drives more efficient production and distribution, capital allocation, renewable energy development, investment and sourcing. Our experienced industry experts support our customers through thought leadership, consulting and technology innovations. We provide intelligence across the energy ecosystem: renewables, oil and gas, financial institutions, and power and utilities, with more than 6,000 customers in 50 countries. Learn more at Enverus.com.
