Tag Archives: E&P capex

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 …

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 …

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… …

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 …

In several posts this week (on frac crews and rigs), we’ve highlighted the natural gas upstream industry’s apathy to a substantial natural gas price move since 2Q21. How long will this go on? Our channel checks and public E&P commentary suggest… There’s a lot more to this story… Login to …

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 …

Here are three charts updating the public E&P spending situation for tight oil, nat gas, and total Lower 48 in 2021 leveraging the latest Lium data with almost all the publics having now firmed up 2021 budgets and given 2020 actuals. There’s a lot more to this story… Login to …

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 …

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 …

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 …