If these oil producers in the U.S. are ramping up production even though the forecasts of consumption growth aren't very high, then this probably means that these producers are counting on the U.S. government to lift the ban on crude oil exports.
http://www.reuters.com/article/2014/11/05/bhp-billiton-ltd-texas-oil-idUSL6N0SV00620141105
who needs the US govt’s permission?