Tag Archives: e&p

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 …

Each Friday in the last month of each quarter, we pass our keyboard to an Infill Thinking member to weigh in from their field. We don’t pay for these pieces and we don’t get paid for publishing them. In fact, we promptly reject anything that looks like a commercial. Our …

With Morgan Stanely also pushing an M&A narrative this week, Paul’s piece is timely. Paul’s been making the case for consolidation in E&P for about two years… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

Our latest guest post contains an important message regarding the current state and future of the E&P industry. We are bringing it to you in two pieces. This week, our guest contributor sets the stage on the current environment and tiers that have developed in the E&P industry. Next week, …

Last week, we published a research update discussing why produced water reuse as frac fluid is on the rise and what factors might drive the next leg up in the treated water trend in fracing. The catalyst for that piece was a research project our team was conducting to update …