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Tag Archives: addressable market

These E&Ps Haven’t Publicly Quantified 2020 Crisis Capex Cuts Yet [Budget Revision Watch List]

April 30, 2020 Infill Thoughts

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Thinking Through The 2H19 E&P Spending Setup [Chart Of The Day]

August 16, 2019 Infill Thoughts

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Will The 2019 E&P Capex Story End Like 2018? First Quarter Actuals Might Be The Canary In The Coal Mine [Chart Of The Day]

May 15, 2019 Infill Thoughts

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US E&P Budgets Sink Sharply Into The Red, But Devon’s Delaware Plan Is A Bright Spot

February 22, 2019 Infill Thoughts

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It’s Official: Known 2019 US E&P Spending Programs Enter Contraction Territory

February 15, 2019 Infill Thoughts

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E&P Budget Revision Risk Bites

February 4, 2019 Infill Thoughts

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2019 US Onshore E&P Budgets Starting To Fade In Aggregate [Updated Table]

January 22, 2019 Thinking Ahead

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Of Spending And Sand [Chart Of The Day]

January 10, 2019 Infill Thoughts

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Is Anyone Else Exhausted With All The Talk Of “Budget Exhaustion”? [Chart Of The Day]

November 2, 2018 Infill Thoughts

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Some US Independents Are Chomping At The Bit To Raise 2018 Capex, Permian Pipe Aside [New Datapoints & Research Rewind]

June 21, 2018 Infill Thoughts

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  • October 30, 2026

    Chevron Captures $100 Million YTD With New AI Tools

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    Northeast Gas Basin Trends From Our Conversations In Pittsburgh Last Week

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