Tag Archives: budgets

Over the past week, we have processed capex spending updates from about 25 public shale E&Ps into our oilfield spending models. Data clients can access the latest operator-by-operator spending database here, which includes our 2022 expectations. Here’s a chart showing how things changed from our last update three months ago… …

The oilfield service addressable market is defined by E&P capex budgets. Get data-driven insights on what that means for the rest of 2021 here… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, …

What’s going on with the oilfield service addressable market defined by E&P capex budgets? Data-driven insights here… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research …

Preliminary budgets have risen… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories you’ll only find here …

Here is the straight skinny on what’s going on with the D&C programs for 27 operators. One thing that stands out is the common focus on… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial …

Being a great analyst starts with being a great listener. So we listened… and listened… and listened some more! And here’s what we learned about frac plans… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

The chart below visualizes US E&P operator budgets in a very important way… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and …

It’s been a week and a half since we first reported “Sandemonium” when the Permian surprisingly “ran out” of 100 mesh frac sand. Here’s an update on where things stand today followed by our answers to the most common questions Infill Thinking members are asking us as this situation continues …

2020 E&P capex budget announcement season is still a couple months out on the horizon, but planning is well underway for most operators at this point. Here’s some analysis and clues about where it might go…. Login to see the full update… To read this update and receive our research …

2019 E&P capex budget expectations have devolved fairly rapidly, worn down by macro erosion and crude oil price volatility. Over the past several months, multiple Infill Thinking updates have warned that 2019 E&P budgets (which initially pointed to spending increases) were at risk of contracting into negative territory in the …