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 »2021 Producer Perspectives – Peering Ahead As Operators Begin To Firm Up Next Year’s Business Plan
We hope everyone enjoyed the Labor Day holiday weekend despite the pandemic. For many oilfield business folks, this holiday traditionally marks the…. 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 »A Cashless 2H20 Oilfield Bounce? [Charts Of The Day]
Lots of analysts, ourselves included, are writing about the uptick in completions and frac crew count. But let’s be careful not to put the cart before the horse… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
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 »The Most Important Thing To Watch This E&P Earnings Season If You Are An OFS Provider [Chart Of The Day]
With E&P earnings heating over the next 7-10 business days, one critical thing we’ll be watching closely is how…. 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 »Frac ‘Til May Then Go Away? E&P Budget Exhaustion Comes Early This Year
The chart below visualizes US E&P operator budgets in a very important way… 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 …
Read More »These E&Ps Haven’t Publicly Quantified 2020 Crisis Capex Cuts Yet [Budget Revision Watch List]
As 1Q20 E&P earnings season gets under way, there are just a handful of US E&P operators that haven’t publicly disclosed how much they’ll cut their 2020 spending programs in the wake of the crisis. There are some common traits shared by some of these companies including… a) gas exposure …
Read More »A 2nd Round Of Negative Revisions Well Underway As E&P Spending Cuts Now Top $25 Billion [Real-Time NAM E&P Capex Budget Monitor]
Here are the E&Ps that have publicly announced cuts in the wake of the Sunday, March 8, oil market collapse…. 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 …
Read More »A Dystopian 2020 US Oilfield. Day-By-Day E&P Budget Cuts & A Look Ahead… [Chart Of The Day]
This piece charts the capex cuts daily so far in what can only be described as a historic, no dystopian, E&P crisis response. We also discuss what happens next with capex spending and frac crew releases and the bigger picture… There’s a lot more to this story… Login to see …
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