This earnings season, more than half the public E&Ps we monitor hiked their 2022 budget guidance. Many for the second time already this year…
The publics are on track to spend 15-20% more than they originally communicated when 2022 budgets were set.
Why?
Well…
There’s a lot more to this story…
Login to see the full update…
To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss our current subscription options at [email protected]. (Current members login here.)
Members get:
- Exclusive research update newsletters
- High-caliber, data-driven analysis and boots-on-the-ground commentary
- New angles on stories you’ll only find here
- No advertisements, no noise, no clutter
- Quality coverage, not quantity that wastes your time
- Downloadable data for analysts
Contact us to learn about signing up! [email protected]