Tag Archives: capex

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… …

Aside from the priceless activity recovery in pressure pumping this year, ESG fleet conversion is the sector’s biggest theme. The recap is happening extremely quickly. By year-end 2021, we estimate that nat-gas power capable units will comprise….   feature photo image is ProPetro’s new Tier IV Dynamic Gas Blend (DGB) pumps …

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 …

Today we continue our simulfrac series with a fourth installment discussing implications for bundling vs. unbundling. Previously on the simulfrac series: “why it matters” and a thematic primer, before diving into E&P spending pattern implications. When it comes to direct sourcing… Login to see the full update… To read this …

The simulfrac trend is spreading fast in shale, and rightly so. Whatever frac efficiency metric you look at – whether it’s stages/crew day or stimulated feet per month or pumping hours per quarter or time on location – the step changes simulfracs are delivering are disruptive and mindblowing. The implications …

Here are three charts updating the public E&P spending situation for tight oil, nat gas, and total Lower 48 in 2021 leveraging the latest Lium data with almost all the publics having now firmed up 2021 budgets and given 2020 actuals. Login to see the full update… To read this …

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 …

Chevron alone is about 15% of the public Lower 48 E&P spending programs we track, so they are a big swing factor. With Chevron announcing their official… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

We have fairly comprehensive visibility on 2021 E&P spending plans far earlier in the calendar than normal this year. 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 …