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 …
Read More »Shale Well Costs Are Still Collapsing Even Though OFS Prices Have Stopped Going Down
The pursuit of sustainable well cost savings is alive and well, and it’s paying dividends in E&P land. Tight oil economics have never been better, not even at $100 oil, as E&Ps find ways to pound well costs into the ground. Here’s the latest… There’s a lot more to this …
Read More »Public Shale E&P Underspend In 1Q Creates Running Room Into Early Summer, But Capital Discipline Reigns Supreme
What’s going on with the oilfield service addressable market defined by E&P capex budgets? Data-driven insights 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 member. If you are new to Infill …
Read More »Tight Oil E&P Capex Creeping Higher Y/Y In 2021 [Chart Of The Day]
Preliminary budgets have risen… 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 …
Read More »More Rigs Coming… January 2021 Is The Strongest Permian Well Permitting Month Since Covid Started
We chart and analyze a sign the industry is getting back to work 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 member. If you are new to Infill Thinking, or your …
Read More »The Oilfield Has Its Eyes Wide Open On The Notion Of “Energy Transition” [Chart Of The Day]
Next week, Halliburton, Baker Hughes, and Schlumberger will report year-end results and host their quarterly EPS conference calls. NOV will host their call a couple weeks later. These oilfield bellwethers have been.. There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »Haynesville Strength Spotlight After Industry Talk Of An Uptick
Talk amongst our Haynesville friends about Louisiana fracs picking up a little steam over the past several weeks inspired this week’s rig count update. 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 …
Read More »Interesting Trend Budding In Eagle Ford Data
In this week’s US drilling trends update, we shine a spotlight 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 be a member. If you are new to Infill Thinking, or your membership has …
Read More »The Ins & Outs of OCTG Inventory in 2Q20 [Friday Guest Post]
Our Friday’s in September guest post series starts off with a bang today. We are always excited when Susan stops buy, and her data driven insight continues to shed light on an opaque oilfield niche market… There’s a lot more to this story… Login to see the full update… To …
Read More »Where Exactly Are The First Signs Of Life Appearing In Rig Land?
Finally! Rigs are going back to work here and there… 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 …
Read More »