Insight
US corporate research trip takeaways: cost inflation, Permian, the Majors
Report summary
We are just back from a two week corporate research visit across the US. Cautious optimism was the consistent sentiment in our meetings with industry, banks and buyside. But there is also huge uncertainty around the shape of the recovery and how corporate strategies should respond. There were five key themes from our discussions.
Table of contents
- 1. US Lower 48 cost inflation is a real concern
- 2. Tight-oil growth is front of mind
- 3. US unconventional gas is still out of favour
- 4. What will the Majors do?
- 5. The industry is bullish on medium-term oil prices
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
Webinar: Oil & Gas Corporate Strategic Briefing - March 2024
On 21 March 2024, experts from our Corporate Research team discussed key topical themes impacting the oil and gas sector.
$1,350
Insight
2024 guidance: upstream companies' capital budgets and production targets
Rolling company guidance tracker with 2024 investment plans and volume targets
$1,350
Insight
Global Upstream Update: our favourite slides and topics – March 2024
Key themes: innovating to reduce risk, focusing on new projects, overcoming growth roadblocks
$1,350