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PEER STRATEGY

US Shale in Tight Spot Over Output Growth

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  • US shale producers are facing calls to grow production to help calm turbulent markets following Russia’s invasion of Ukraine.
  • But growing production could irk investors, who have been promised higher cash returns over output increases.
  • Even if growth were palatable for shareholders, the industry faces challenges, including inflation, supply chain problems and a labor shortage that could keep a lid on growth.

The Issue

Topics:
Corporate Strategy , Capital Spending, Independent E&Ps, Shale
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