Insight
Lower 48 cost inflation: takeaways from Q1 2022 earnings calls
This report is currently unavailable
*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:
Other reports you may be interested in
Insight
US upstream in brief: every Lower 48 gas basin has a role to play
The US week in brief highlights the need-to-know current events from US upstream. Stories are supplemented with proprietary WoodMac views.
$1,350
Asset Report
Sinochem - Lower 48 upstream
Upstream valuation of Sinochem's assets in the US Lower 48
$22,800
Market Report
US energy storage monitor: Q2 2022
Updates in the US energy storage market, with new deployment data from Q1 2022
$5,000
