Concerns Abound Over Production Headwinds & Long-Term E&P Drilling Inventory - 3Q22 Earnings
NGI’s Hub & Flow
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EMP Production Inventory - The New Producer Mantra of Capital Discipline
Investors are becoming more focused on the quality, depth, and predictability of inventory. Hygrating will lead to core inventory exhaustion all that much more quickly. And combined with the expected surge in LNG exports later this decade, this could lead to having to drill lesser quality and higher cost acreage sooner.
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