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… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »2021 Public E&P Spending Indications Arrived Early This Year [Chart Of The Day]
We have fairly comprehensive visibility on 2021 E&P spending plans far earlier in the calendar than normal this year. 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 …
Read More »Analyzing The Nat Gas E&P Wallet – Spending Trends And Projections [Chart Of The Day]
Historical and projected spending trends in natural gas basins… 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 …
Read More »What’s Left In The Tank For The Rest Of The Year For Oily E&Ps? Quite A Bit Actually… [Chart Of The Day]
Want to know what to expect for the rest of the year in the US onshore oilfield? This data-driven update is a must read… 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 …
Read More »Frac Customer Update Roundup – Fleets, Stages, OFS Pricing, Rigs, DUCs & More…
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 …
Read More »2 “Can’t Miss” Permian E&P Developments…
In the past 24 hours, two new E&P datapoints that are important for the frac supply chain to take note of: 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 …
Read More »What The Customers Are Saying… About Frac Crews & DUCs
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 …
Read More »What The Customers Are Saying… About Their Oilfield Water
A great many analysts have opinions and prognostications, which they broadcast loudly – predictions are a dime a dozen these days. Who’s really listening to what oilfield customers are saying? We are! And here’s what you should know about their oilfield water strategies… There’s a lot more to this story… …
Read More »Still Some Work To Do, But Big 2Q20 Cuts Helped US E&Ps Get Back On Budget Track [Chart Of The Day]
Want to know what to expect for the rest of the year in the US onshore oilfield? This update is a must read… 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. …
Read More »It’s Hard To Believe This Year Is Only Halfway Done! Here Are The Top 20 Updates Of The Second Quarter
By The Stats – Membership Resources Provided During 2Q20 In the 90 days ended June 30, 2020, the Infill Thinking research team: published 86 independent research updates, emailed 25 original Infill Thoughts newsletters to active members, issued 14 data releases to Think Sheets® members, got in one last great member meetup …
Read More »
Infill Thinking Lifting the O&G knowledge curve