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Tag Archives: E&P spending

Checking In On Private vs. Public E&P Rig Count Trends [Chart Of The Day]

September 22, 2023 Quick Thoughts

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With Public E&P Capex Cooling Off, Budget Exhaustion Is Back In The Conversation [Chart Of The Day]

August 8, 2023 Thinking Ahead

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Private vs. Public E&P Rig Count Trends [Chart Of The Day]

August 1, 2023 Quick Thoughts

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Shale E&P Capex Shape Curve Skews Front-End Loaded In 2023 [Chart Of The Day]

May 12, 2023 Thinking Ahead

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Mapping The Public OFS Universe’s Customer Concentration From Disclosures

March 6, 2023 Quick Thoughts

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Shale E&P Capex Is Coming In Hot [Chart Of The Day]

March 3, 2023 Thinking Ahead

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Cash Is King

September 1, 2022 Infill Thoughts

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Shale E&P Capex Follow Up – A Forward Thinking Data Update

June 15, 2022 Thinking Ahead

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Only A Matter Of Time Until ALL U.S. E&Ps Hike Their 2022 Budgets? Some For The 1st Time, Some Again?

June 10, 2022 Thinking Ahead

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In Other News… The Calm B4 Another Sand Storm? Hedges Hurt, Revolvers Help, $3bn? More HHP, People On The Move & more…

April 22, 2022 Quick Thoughts

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  • October 30, 2026

    Chevron Captures $100 Million YTD With New AI Tools

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    People On The Move In The Frac Sand Space

  • October 27, 2026

    Northeast Gas Basin Trends From Our Conversations In Pittsburgh Last Week

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