Data on differences in rig trends by operator type… 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 »With Public E&P Capex Cooling Off, Budget Exhaustion Is Back In The Conversation [Chart Of The Day]
Data on E&P spending 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 to Infill Thinking, or your membership has expired, please email us to discuss …
Read More »Private vs. Public E&P Rig Count Trends [Chart Of The Day]
Data on differences in rig trends by operator type… 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 »Shale E&P Capex Shape Curve Skews Front-End Loaded In 2023 [Chart Of The Day]
Thoughts on E&P spending 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 to Infill Thinking, or your membership has expired, please email us to discuss …
Read More »Mapping The Public OFS Universe’s Customer Concentration From Disclosures
Thoughts on the importance of certain customers to certain OFS providers… 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 »Shale E&P Capex Is Coming In Hot [Chart Of The Day]
Thoughts on E&P spending 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 to Infill Thinking, or your membership has expired, please email us to discuss …
Read More »Cash Is King
It’s much easier to spend growth capital when each well drilled and completed is a smaller and smaller percentage of your cash on hand! So how’s that looking for the various oilfield participants? There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Shale E&P Capex Follow Up – A Forward Thinking Data Update
E&P spending plans are evolving rapidly and in this update we think ahead to 2H22 and 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 to Infill …
Read More »Only A Matter Of Time Until ALL U.S. E&Ps Hike Their 2022 Budgets? Some For The 1st Time, Some Again?
E&P spending plans are evolving rapidly… 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 …
Read More »In Other News… The Calm B4 Another Sand Storm? Hedges Hurt, Revolvers Help, $3bn? More HHP, People On The Move & more…
A variety of datapoints crossed our desk and surfaced in client meetings this week that didn’t warrant a full update but are certainly worth a mention and impact the frac supply chain. Here are the nuggets that stood out to us…. There’s a lot more to this story… Login to …
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