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 …
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Over the past several days, E&P capex budget news has been categorically negative. Some of the biggest cuts we’ve seen yet have been announced while other E&Ps have cut back their preliminary 2019 spending guidance. Check out the latest budgets and totals we are are tracking here… There’s a lot …
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Previously in our weekly rig count series, we noted that the Permian horiztonal rig count equals eight other large shale plays combined. Today, we extended this thought exercise to spending, dusting off our capex model to see how Permian drilling and completion budgets factor into total US and global E&P …
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Infill Thinking Lifting the O&G knowledge curve
