Although the subject matter of this report by the US National Intelligence Council has been posted by DeMolay in a previous thread, this post contains links to other news articles and the original source. I think the key section in the executive summary as far as peak oil is concerned is this:
Global Trends 2025: A transformed world (excerpts)
$this->bbcode_second_pass_quote('', 'B')y 2025 the world will be in the midst of a fundamental energy transition—in terms of both fuel types and sources. Non-OPEC liquid hydrocarbon production (i.e., crude oil, natural gas liquids, and unconventionals such as tar sands) will not be able to grow commensurate with demand. The production levels of many traditional energy producers— Yemen, Norway, Oman, Colombia, the UK, Indonesia, Argentina, Syria, Egypt, Peru, Tunisia—are already in decline. Others’ production levels—Mexico, Brunei, Malaysia, China, India, Qatar—have flattened. The number of countries capable of meaningfully expanding production will decline. Only six countries—Saudi Arabia, Iran, Kuwait, the UAE, Iraq (potentially), and Russia—are projected to account for 39 percent of total world oil production in 2025. The major producers increasingly will be located in the Middle East, which contains some two-thirds of world reserves. OPEC production in the Persian Gulf countries is projected to grow by 43 percent during 2003- 2025. Saudi Arabia alone will account for almost half of all Gulf production, an amount greater than that expected from Africa and the Caspian area combined.
The number and geographic distribution of oil producers will decrease concurrent with another energy transition: the move to cleaner fuels. The prized fuel in the shorter term likely will be natural gas. By 2025, consumption of natural gas is expected to grow by about 60 percent, according to DoE/Energy Information Agency projections. Although natural gas deposits are not necessarily co-located with oil, they are highly concentrated. Three countries— Russia, Iran, and Qatar—hold over 57 percent of the world’s natural gas reserves. Considering oil and natural gas together, two countries—Russia and Iran—emerge as energy kingpins. Nevertheless, North America (the US, Canada, and Mexico) is expected to produce an appreciable proportion—18 percent—of total world production by 2025.



