US Oil and Gas Sector Faces Challenges Amid Policy Uncertainty

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Source: Federal Reserve Bank of Dallas
US Oil and Gas Sector Faces Challenges Amid Policy Uncertainty
Photo: Federal Reserve Bank of Dallas
TL;DR Summary

Oil and gas activity slightly declined in Q3 2025 amid rising costs, regulatory impacts, and market uncertainty, with firms expecting modest price increases and a cautious outlook on future exploration, especially outside the US. Theft and delayed investments are notable issues, while AI and sourcing from China are areas of strategic focus.

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