Updated on October 1, 2025
This State of the National Oil & Gas Industry report aims to provide a comprehensive analysis of transportation and logistics for the oil & gas industry, shedding light on its key drivers, trends, and emerging technologies. By examining the current landscape and forecasting future developments, we seek to equip executives, industry managers, and stakeholders with valuable insights to navigate the ever-evolving logistics landscape.
Highlights for the oil & gas report include:
- Saudi Arabia is committed to another price war with the U.S., though it risks blowback as it cedes stake in national projects to U.S. firms.
- Although overall freight demand is soft in September, capacity continues to trickle out of the market, though niche trucking modes are more vulnerable to volatility.
- Sentiment among manufacturers is split though broadly optimistic for the future; consumer spending is strong for the time being, but vulnerable to economic shocks.
- August’s labor market data was worse than July’s, convincing the Federal Reserve to cut rates at its September meeting; more cuts are expected in the coming months.
- August saw a slight uptick in domestic oil production, though upward revisions to July’s numbers left total output better than forecasted. The EIA believes that June’s record production will not be surpassed until at least 2027.
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