Tag Archives: capex

  With the oil markets taking a turn for the better, we take a look at who reacted the most when conditions were worse. 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 …

We examine some banking datapoints for shale E&Ps to gauge industry’s health and ability to continue forward with capex programs. 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 …

Login to see data takeaways from another collection effort by our tier one data team! 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 …

Login to see data takeaways from another collection effort by our tier one data team! 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 …

Dust off your downturn playbooks… we are on the verge of the most uncertain earnings season since Covid… 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 …

Login to see crucially important data if you conduct business in the Permian oilfield! 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 …

  As we explain below, we estimate that to meet the full incremental demand estimate of planned LNG export capacity in the region, Haynesville rigs, frac crews and sand volume would each need to… There’s a lot more to this story…  Login to see the full update…  To read this …

Login to see data takeaways from another collection effort by our tier one data team! 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 …

  We review E&P reaction to the tariffs, plus something Trump said in Miami last week caused us to perk up a bit… 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. …

  We had expected and modeled a significant spending decline, but not quite this big. 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 …