Tag Archives: addressable market

Gearing Up For E&P Budget News [Chart Of The Day]

A near perfect recipe for spending growth ($87 WTI, well cost inflation, slowing efficiency gains) is colliding with public Independent E&P capital discipline and maintenance mentality.   There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

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A Cashless 2H20 Oilfield Bounce? [Charts Of The Day]

Lots of analysts, ourselves included, are writing about the uptick in completions and frac crew count. But let’s be careful not to put the cart before the horse… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

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