The shift comes after Donald Trump's renewed "Drill, baby, drill" push and amid war involving Iran, signalling a possible change in US producers' stance.
The latest report says shale executives have begun talking about raising production, suggesting geopolitical tensions are starting to influence supply decisions in the US oil patch.
Any increase could affect global crude markets by adding supply, though the report frames the move as discussion rather than confirmed output growth.
With soaring prices and war-driven shortages, can US shale really fill the global oil gap—or will consumers keep paying more at the pump?
Will the surge in AI data center energy demand and rising exports mean American households face permanently higher utility costs, regardless of increased US drilling?
Given the unprecedented supply disruption, could a global shift to renewables outpace fossil fuel ramp-ups and reshape the energy landscape sooner than expected?