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

Corporate Strategy , Capital Spending, Independent E&Ps, Shale
We think there is insufficient information about recently announced green hydrogen projects in the Asia-Pacific to convince investors they will be a success.
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Tightening US monetary policy will not lead to an adjustment in strategy as gas producers continue to reduce debt.
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