Peer Strategy

US Shale Players Confront Inventory Challenge

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ss2033239655-US Shale Drill Rig
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  • US shale operators are seeking ways to prolong their drilling runways as inventory degradation becomes a top concern.
  • Many are turning to M&A to bulk up inventory, but must balance growth with returns and shareholder payouts to calm nervous investors.
  • Boosting recoveries through restimulation and exploration could offer promising upsides on existing acreage. But some larger players are starting to see diversification outside of shale as a longer-term play.

The Issue

Shale, M&A, Upstream Technology, Exploration, EOR, Corporate Strategy , Independent E&Ps
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