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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.
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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