Last year during conference calls with investors, Chevron’s top brass made a hint that their words last Friday now confirm… 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 …
Read More »5 Points From Our Field Checks As 2025 Begins – Sand NPT, 4Q Slowdown, 1Q Rebound, & More…
We checked in with a variety of oilfield market participants around the holidays and early days of 2025 to get a read on some key seasonal factors. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »First Look At 2025 Public E&P Budget Plans
Important addressable market update on the Lower 48 OFS sector. 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 Thinking, or your membership has expired, please …
Read More »Shale Capex Trends For 2024 [Chart Of The Day]
A look at the addressable market for oilfield services, equipment, supplies, and consumables. 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 Thinking, or your membership …
Read More »With Public E&P Capex Cooling Off, Budget Exhaustion Is Back In The Conversation [Chart Of The Day]
Data on E&P spending for 2023… 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 Thinking, or your membership has expired, please email us to discuss …
Read More »Shale E&P Capex Shape Curve Skews Front-End Loaded In 2023 [Chart Of The Day]
Thoughts on E&P spending for 2023… 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 Thinking, or your membership has expired, please email us to discuss …
Read More »Shale E&P Capex Is Coming In Hot [Chart Of The Day]
Thoughts on E&P spending for 2023… 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 Thinking, or your membership has expired, please email us to discuss …
Read More »So Much For Capital Discipline Part 2… The Budgets & Costs Keep Going Up, Oil Prices Don’t
We think E&P behavior on capex this year exhibits signs of reversion to historical norms, albeit with less leverage than in the past, which is a positive sign for OFS firms because their price increases are translating to more capital not lower activity. There’s a lot more to this story… …
Read More »Well Costs Rising & Gap Filling… A Look At Why Shale E&P Capex Budgets Are Being Hiked
This earnings season, more than half the public E&Ps we monitor hiked their 2022 budget guidance. Many for the second time already this year… The publics are on track to spend 15-20% more than they originally communicated when 2022 budgets were set. Why? Well… There’s a lot more to this …
Read More »2022 Public E&P Capex Budget Patterns & Predictions [Chart Of The Day]
2022 budget analysis… 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 Thinking, or your membership has expired, please email us to discuss our current subscription …
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