capex Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Fri, 08 Mar 2024 15:54:15 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.9 https://www.infillthinking.com/wp-content/uploads/2016/09/cropped-Screenshot_4-8-32x32.png capex Archives - Infill Thinking https://www.infillthinking.com 32 32 Shale Capex Trends For 2024 [Chart Of The Day] https://www.infillthinking.com/quick-thoughts/shale-capex-trends-for-2024-chart-of-the-day/ https://www.infillthinking.com/quick-thoughts/shale-capex-trends-for-2024-chart-of-the-day/#respond Fri, 08 Mar 2024 15:52:40 +0000 https://www.infillthinking.com/?p=34073 A look at the addressable market for oilfield services, equipment, supplies, and consumables. 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 …

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A look at the addressable market for oilfield services, equipment, supplies, and consumables.

There’s a lot more to this story…

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With Public E&P Capex Cooling Off, Budget Exhaustion Is Back In The Conversation [Chart Of The Day] https://www.infillthinking.com/thinking-ahead/public-ep-capex-cooling-off-chart-of-the-day/ https://www.infillthinking.com/thinking-ahead/public-ep-capex-cooling-off-chart-of-the-day/#respond Tue, 08 Aug 2023 13:35:27 +0000 https://www.infillthinking.com/?p=33417 Data on E&P spending for 2023… 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 options at hello@infillthinking.com. (Current …

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Data on E&P spending for 2023…

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Mind The Gap – Thinking Ahead About 2023 E&P Program Cadence [Chart Of The Day] https://www.infillthinking.com/thinking-ahead/mind-the-gap-thinking-ahead-about-2023-ep-program-cadence-chart-of-the-day/ https://www.infillthinking.com/thinking-ahead/mind-the-gap-thinking-ahead-about-2023-ep-program-cadence-chart-of-the-day/#respond Thu, 08 Jun 2023 13:18:24 +0000 https://www.infillthinking.com/?p=33206 In an Infill Thinking data update, we take a look at what’s left in the tank for 2023…   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 …

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In an Infill Thinking data update, we take a look at what’s left in the tank for 2023…

 

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Shale E&P Capex Shape Curve Skews Front-End Loaded In 2023 [Chart Of The Day] https://www.infillthinking.com/thinking-ahead/shale-ep-capex-shape-skews-front-end-loaded-in-2023-chart-of-the-day/ https://www.infillthinking.com/thinking-ahead/shale-ep-capex-shape-skews-front-end-loaded-in-2023-chart-of-the-day/#respond Fri, 12 May 2023 19:07:20 +0000 https://www.infillthinking.com/?p=33176 Thoughts on E&P spending for 2023… 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 options at hello@infillthinking.com. (Current …

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Thoughts on E&P spending for 2023…

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A Super Major Would Still Add Permian Rigs & Frac Crews Over The Next Couple Years At $60 Oil https://www.infillthinking.com/out-think/super-major-outlines-some-bold-long-term-permian-growth-ambitions-hints-at-2024-spending-growth-rate/ https://www.infillthinking.com/out-think/super-major-outlines-some-bold-long-term-permian-growth-ambitions-hints-at-2024-spending-growth-rate/#respond Tue, 18 Apr 2023 18:38:12 +0000 https://www.infillthinking.com/?p=33114 We digest big plans from a big E&P pertaining to the Permian into a digestible summary… 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, …

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We digest big plans from a big E&P pertaining to the Permian into a digestible summary…

There’s a lot more to this story…

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Mapping The Public OFS Universe’s Customer Concentration From Disclosures https://www.infillthinking.com/quick-thoughts/mapping-the-public-ofs-universes-customer-concentration-from-disclosures/ https://www.infillthinking.com/quick-thoughts/mapping-the-public-ofs-universes-customer-concentration-from-disclosures/#respond Mon, 06 Mar 2023 21:12:15 +0000 https://www.infillthinking.com/?p=33006 Thoughts on the importance of certain customers to certain OFS providers… 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 …

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Thoughts on the importance of certain customers to certain OFS providers…

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Shale E&P Capex Is Coming In Hot [Chart Of The Day] https://www.infillthinking.com/thinking-ahead/shale-ep-capex-is-coming-in-hot-chart-of-the-day/ https://www.infillthinking.com/thinking-ahead/shale-ep-capex-is-coming-in-hot-chart-of-the-day/#respond Fri, 03 Mar 2023 18:43:03 +0000 https://www.infillthinking.com/?p=32992 Thoughts on E&P spending for 2023… 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 options at hello@infillthinking.com. (Current …

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Thoughts on E&P spending for 2023…

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So Much For Capital Discipline Part 2… The Budgets & Costs Keep Going Up, Oil Prices Don’t https://www.infillthinking.com/infill-thoughts/so-much-for-capital-discipline-part-2-the-budgets-kept-going-up-oil-prices-didnt/ https://www.infillthinking.com/infill-thoughts/so-much-for-capital-discipline-part-2-the-budgets-kept-going-up-oil-prices-didnt/#respond Thu, 08 Dec 2022 23:10:07 +0000 https://www.infillthinking.com/?p=32745 We think E&P behavior on capex this year exhibits signs of reversion to historical norms, albeit with less leverage than in the past, which is a positive sign for OFS firms because their price increases are translating to more capital not lower activity. There’s a lot more to this story… Login to see the full …

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We think E&P behavior on capex this year exhibits signs of reversion to historical norms, albeit with less leverage than in the past, which is a positive sign for OFS firms because their price increases are translating to more capital not lower activity.

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So Much For Capital Discipline… E&Ps Repeatedly Hiked 2022 Budgets & Completed More Wells As Costs Soared https://www.infillthinking.com/quick-thoughts/so-much-for-capital-discipline-eps-repeatedly-raised-capital-spending-in-2022-as-costs-soared/ https://www.infillthinking.com/quick-thoughts/so-much-for-capital-discipline-eps-repeatedly-raised-capital-spending-in-2022-as-costs-soared/#respond Fri, 02 Dec 2022 18:21:10 +0000 https://www.infillthinking.com/?p=32721 Although E&P management teams continue to spike the football about their capital discipline on earnings calls, capital budget and spending data tell a different story in shale. 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 …

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Although E&P management teams continue to spike the football about their capital discipline on earnings calls, capital budget and spending data tell a different story in shale.

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New Red Flags Raised In Permian E&P – Production Treadmill Speeding Up & Getting More Expensive? https://www.infillthinking.com/infill-thoughts/new-red-flags-raised-in-permian-ep-production-treadmill-speeding-up-getting-more-expensive/ https://www.infillthinking.com/infill-thoughts/new-red-flags-raised-in-permian-ep-production-treadmill-speeding-up-getting-more-expensive/#respond Thu, 20 Oct 2022 21:07:16 +0000 https://www.infillthinking.com/?p=32605 A series of negatives for an E&P raises some red flags along the Permian’s oil production development path. 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 …

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A series of negatives for an E&P raises some red flags along the Permian’s oil production development path.

There’s a lot more to this story…

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