Insight
US Lower 48: 4 things to look for in 2023
This report is currently unavailable
Report summary
Despite a chaotic macro environment in 2022, “stability” was the watchword for US E&Ps. Control what you can control. Remove business volatility wherever possible. As such, reinvestment remained steady, production growth was modest and moderately sized bolt-ons drove M&A activity. As we look to 2023, we discuss the four topics that will hold our attention and the industry themes to look for in the new year.
Table of contents
-
Executive summary
- 1. Operators will seek differentiation through growth
- 2. OFS providers will seek their ‘pound of flesh’
- 3. M&A will strike a different tone
- 4. Will companies flare to maintain production?
- What to look for in 2023 – a regional upstream series
Tables and charts
This report includes 2 images and tables including:
- Quarterly use of 2022 free cash flow
- Lower 48 drilling rig cost structure
What's included
This report contains:
Other reports you may be interested in
10 January 2023
US Lower 48: 2022 in review
Insight
US Lower 48: 2022 in review
Key trends of 2022: cost inflation, capital discipline, gas strategy, M&A and decarbonization.
$1,35013 January 2023
North America coal: 5 things to look for in 2023
Insight
North America coal: 5 things to look for in 2023
Our North American coal analysts lay out the top themes to watch in 2023.
$1,10031 March 2023
2023 guidance: upstream companies' capital budgets and production targets
Insight
2023 guidance: upstream companies' capital budgets and production targets
Rolling company guidance tracker with 2023 investment plans and volume targets. Now includes multi-segment budgets for the largest E&Ps.
$1,350
