Tag Archives: budgets

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 …

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… 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 …

What’s going on with the oilfield service addressable market defined by E&P capex budgets? Data-driven insights 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 you are new to Infill …

Preliminary budgets have risen… 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 …

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… 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 …

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… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

The chart below visualizes US E&P operator budgets in a very important way… 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 …

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…. There’s a lot more to this story… Login to see the full update…  To …