Tag Archives: E&P capex

It’s been 36 hours since the oil industry’s D-Day equivalent, and US E&P operators are wasting no time cutting activity… 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 …

With lumps of coal in every oilfield stocking this holiday season, it’s easy to overlook the bright spots. There are some bright spots though. Not every E&P operator plans to slash investment next year. In fact, some are planning to increase spending, or at least talking optimistically about their growth …

For years – even before capital discipline started trending in 2017 – Wall Street research analysts have constructed models to benchmark the effectiveness of E&P capital deployment. But what if we turn the logic around a bit and look for layoff risk indicators in the size of… There’s a lot …

After updating our company-by-company E&P capex model this week, we’ve concluded that… 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 …

An important E&P capex update this week reads negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt followed by our 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 …

Whelp… this chart doesn’t bode well for oilfield service markets in 4Q19… Are we on track for a repeat of last year’s budget exhaustion woes? 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 …

While we were traveling gathering market intelligence and meeting with clients this week, some new developments crossed our desk that are worthy of comment. So here are five short stories… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

This week, a negative revision risk we’ve been highlighting surfaced in the form of a swing from growth to contraction. After digesting, we zoom out to look at US spending trends as a whole. There’s a lot more to this story… Login to see the full update…  To read this …

The term “Budget Exhaustion” has caught on like wildfire on OFS and E&P calls alike over the past few weeks. We provide context around the concept (and conversation) in this update. There’s a lot more to this story… Login to see the full update…  To read this update and receive …

After oil’s 2014 crash, the US shale “popularity pendulum” swung hard against animal spirits, moving in favor of capital discipline. Outspending in shale is now taboo on both Wall Street and Main Street. But is the recent societal shift emblematic of lasting structural change or is it simply cyclical banter? …