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