Tag Archives: capex

Here with the third quarter of 2019 only about a week old, we are pausing to take a look back at 10 key themes that threaded through our research over the past 3 months. 1. Infill Thinking’s Oilfield Water Coverage Reached Critical Mass. While continuing to devote plenty of research …

An important E&P capex update this week reads negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt followed by our analysis: Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

2019 got off to a shaky start in the US onshore oilfield service business (largely due to macro volatility into year end). But as 1Q played out and WTI rallied, sentiment and completions activity indicators improved. Here with the second quarter only about a week old, we are pausing to …

US Well Services, one of a handful of electric frac fleet technology pioneers, hosted their first earnings conference call as a public company yesterday. A couple things stood out to us, including … There’s a lot more to this story… To read this update and receive our research newsletters, you …

Over the past several days, E&P capex budget news has been categorically negative. Some of the biggest cuts we’ve seen yet have been announced while other E&Ps have cut back their preliminary 2019 spending guidance. Check out the latest budgets and totals we are are tracking here… There’s a lot …

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 …

Check out a top ten list of the latest market intel tidbits we rounded up this week… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters …

Some of the most important numbers of early-2019 are trickling out and we’re tracking them here so you don’t have to. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) …

WTI at $42 on Christmas Eve was something that that almost no one expected on Halloween. The chief debate that oilfield suppliers are grappling with in early-January is how macro volatility will impact 2019 E&P capex spending, and as such, jolt the addressable US onshore market. We provide analysis in …

Equally as important as the 2019 spending program figures being released this season is the accompanying management commentary. In fact, this is actually more important than the headline numbers in some cases. We discuss what has caught our eye so far in the 2019 planning season and also provide readers …