Tag Archives: e&p

With 2019 in the books, we spent some time over the weekend becoming more encouraged about 2020 as we updated our data on… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew …

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 …

Looking at today’s depressed stock prices for tight oil operators and declining E&P activity trends, you’d never guess that this is actually a relatively wonderful time to be an E&P operator actively developing US tight oil resources. Login to see the full update… To read this update and receive our …

The dust is settling on another big E&P M&A announcement in 2019, and this one has implications for related water and midstream deal processes as well as 2020 E&P capex spending in the Permian. Login to see the full update… To read this update and receive our research newsletters, you …

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… Login to see …

In this update, three charts – one showing the surge of ESG interest in the oilfield and two others explaining why. The data is followed up with in-depth analysis and commentary on sentiment, investment, why it matters, who’s doing what, RFQ impacts, what oilfield niches have big ESG opportunities, and …

This E&P company is one of those operators that has been actively (and publicly) evaluating strategic alternatives for their water business for much of the year. We wrote about their thinking on the process in May 2019 and again last month. This week we got the latest on management’s thinking …

2020 E&P capex budget announcement season is still a couple months out on the horizon, but planning is well underway for most operators at this point. Here’s some analysis and clues about where it might go…. Login to see the full update… To read this update and receive our research …

E&P M&A is heating up again this week with another Merger Monday. One of yesterday’s deals gave us a chance to hear from management on two hot industry topics… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If …

With the materialization of this lawsuit, we highly recommend revisiting this piece of Infill Thinking research from July… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive …