Food For Thought: How Much Of The US Recovery Is Being Paid For With Other People’s Money?

There is a new discussion topic posted in our Thinking Aloud forum today. In it we have seeded the conversation on:

  • E&P outspending (capex vs. cash flow) behavior historically,
  • Considerations for how much of the US onshore rig count surge is self-funded, and
  • Thoughts on how long outspending by US Independents as a group will continue.

This is a complex topic with many variables and considerations. It is best addressed in a group discussion not a one-way report. So, please get in on the action.

Read our take and then add your own here >

As our reminder, any Infill Thinking subscriber can post a new topic or respond to an old topic in our forum. This forum is exclusively available to our subscribers, which elevates the conversation above other forums by screening out comments that aren’t serious.