2022 budget analysis… 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 …
Read More »Shale Well Cost Inflation Is Starting To Outpace Operator Expectations
What E&Ps are telling their investors is changing – the changes so far are subtle, but they are firm evidence that cost inflation has been underappreciated. 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 »Permian E&P Operators Begin 2022 With A Cheery Disposition
Several talking points in the E&P narrative this week stood out… 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, …
Read More »Drilling Inefficiency Is Distorting Rig Count Impact On Frac Demand [Chart Of The Day]
If you are looking at the rig count going up every week and thinking that translates 1:1 to frac increases, think again… 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 …
Read More »“Permianflation” & Fleet Tracking Part Two
Following up on two recent pieces of high value research with more datapotins further to the trends. 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 …
Read More »E&P Capex Guidance Provided Over Past Two Weeks Bodes Well For Frac Activity
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… …
Read More »Counting Frac Crews & Rigs By Company
Counting, counting, counting all the crews, one by one they add up! 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 …
Read More »As RFQ Season Approaches In Shale… Some Food For Thought
It’s almost that time of year again….. shale RFQ season is just around the corner. During October, vendor inboxes will fill with emails from customers asking for pricing / bid invitations and volume commitments if awarded. Here is some food for thought as this happens… There’s a lot more to …
Read More »What’s Left In The Tank For E&P Capex In 2H21?
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… 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 »Listening To The Customers – Cliff Notes On Nearly 20 E&Ps That Talked About D&C Programs Last Week
E&P earnings season is underway. Over the past few days, we’ve… One Key Underlying Theme: Public E&Ps are… 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 …
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