Tag Archives: e&p

E&P capex is starting to move… 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 …

Ascent Resources has long been a coveted unclaimed prize in Appalachia — so why can’t anyone close the deal, and who (if anyone) finally will? 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 …

Today we have an update on a key hidden cost inflation item in well AFEs… 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 …

Forget the old boom-and-bust oil game… in 2026 the Public E&Ps aren’t chasing barrels (yet), they’re printing cash. 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 …

Since no one knows exactly where oil prices are headed next, we’ve been talking with folks about the goldilocks zone for OFS and E&P… 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 …

Do you like real-world, real-time market anecdotes that you can’t get online (or with AI)? You’ve come to the right place! 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 …

Today we wanted to follow up on two key trends we’ve been researching and writing about with new data. 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 …

As oil prices surge, we ran another round of field checks to check on E&P D&C appetite… 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 …

Will this oil price rip trigger a margin expansion story in oilfield service? Here we discuss some recent data points we’ve collected from the field, plus context from many years of covering OFS cycles – we’ve seen this movie before! There’s a lot more to this story… Login to see …

Login to see data takeaways from another collection effort by our top tier data team! 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 …