Thinking Ahead

Forward-looking commentary on oilfield business trends

Establishing A 2018 Tight Oil E&P Capex Growth Floor? The Most Budget Conscious E&P Set A 16% 2018 Increase Vs. Prior 2017 Plan

Anadarko’s 2018 capital spending program was released Thursday morning. It is one of the first detailed 2018 E&P budgets to be released this budget season. Given their focus on discipline and returns and leadership in crafting a sustainable framework for developing tight oil, Anadarko’s E&P capex budget should help establish …

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Tailwinds Form Behind 2018 E&P Capex Budgets

The following brief analytical editorial was excerpted from our twice-weekly newsletter on Tuesday October 31, 2017.   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 …

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3Q17 Oilfield Earnings Season Cram Session

Over the next three weeks, 86 oilfield companies we monitor will host conference calls to discuss results and outlook. We’ve got a cool sector timeline plus heatmap to help you know when to tune in to hear from sectors you care about. We also share an easy to digest list …

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Oilfield Reaction To The Looming ELD Regulations

On Monday morning this week, we sent out an email survey to a select group of industry insiders who subscribe to Infill Thinking. We asked these folks to provide feedback anonymously on the risk to oilfield activity posed by phase-in of electronic logging device regs this December. We got some insightful …

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