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 …
Read More »Diagnosis: US E&P 2017 Capex Is Stable & Within Normal Limits [Rebuttal Follow Up]
If 2H17 shale capex were on the operating table, our diagnosis would be that the patient’s vitals are stable and within normal limits. But as the old newspaper saying goes: “if it bleeds it leads,” so many reports continue to chose fear over reality. We dig into the numbers to …
Read More »Anadarko Says Less Sand/Well Tests Positive In The Rockies – This Adds Fuel To The Fire Halliburton Started Yesterday
The discussion around plateauing (wait… make that falling) frac sand/well is heating up. What’s new and what we think about it here. 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 …
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