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US corporate research trip takeaways: cost inflation, Permian, the Majors

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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.

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    US corporate research trip takeaways: cost inflation, Permian, the Majors

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