Insight
Lower 48 cost inflation: takeaways from Q1 2022 earnings calls
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Each Lower 48 E&P messaged cost inflation slightly differently in Q1 2022 earnings. Some operators projected low numbers and shared detailed strategies on controlling overspend. Others provided only high level commentary, but spoke to 20% cost increases. We break down all the data companies presented. And we also add our analysis of which factors helped some E&Ps differentiate by keeping a lid on inflation. Pre-planned procurement impacts how the next few quarters of capex increases could unfold.
Table of contents
- Executive summary
- Cost themes from company calls
- Specific company Q1 2022 cost inflation remarks
- But what about OFS?
- Quantitative benchmarking and our take
Tables and charts
This report includes the following images and tables:
- Upstream spending vs inflation commentary (company guidance)
- Ovintiv cost inflation detail
What's included
This report contains:
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