Tag Archives: e&p

Earnings season begins Friday morning. Here’s our cheat sheet of just the most important themes and trends to listen for as management teams discuss the outlook. We’ve broken down the cheat sheet by US onshore E&P, majors, completion service providers, frac sand miners, onshore drilling, offshore drilling, and diversified oilfield services, …

It won’t come as a surprise to most of our readers that a slew of O&G IPOs are coming to market. Instead of rubbing our hands together with excitement, perhaps we should be wringing them in worry. We are now monitoring about 20 US onshore oilfield IPO deals collectively sized at …

Along with many others in the industry, we actively monitor the Haynes & Boone Spring borrowing base re-determination survey each year. Released this week, the law firm’s latest survey suggests that bankers have shrugged off the capital destruction left by the downturn’s 120 O&G bankruptcies. There’s a lot more to this …

Note: Each Friday in March, we are passing the keyboard to one of our readers to share perspective from the field. We hope you enjoy the thoughts these hand-picked contributors have to share. This week, former sell-side analyst Jeffrey Spittel joined us with a terrific look at the division in …

Traveling down W FM Road 1787 south of Odessa before Hwy 349,  a well-worn dirt road wide enough for two-way traffic cuts off the main road. About two miles down this dirt road lies a monster. This is the site of Encana’s Davidson multi-well pad – a Permian phenomenon. It is the …

This past weekend, we read a half dozen transcripts of earnings calls from the oil majors and national oil companies (NOCs). The big guys are all whistling the same tune. They are successfully re-engineering pending deepwater projects to fit $50 oil (and below). They are ready to clear their final investment decision …

In Vail Colorado last week, Credit Suisse hosted most of the publicly traded upstream industry for the firm’s annual energy summit. Between runs down the slopes, oilfield C-suites talked 2017 prospects with their investors. While service companies were in the next room over talking excitedly about raising prices, E&P management teams …

Our last mile deep dive published earlier this week resulted in the best 24-hour period for signups during Infill Thinking’s short five-month history. We share this not to brag. Instead, we see this as confirmation that the metamorphosis in frac sand’s last mile is indeed transformative with broad implications for the industry …

Late-last year, we introduced our Shale Executive Sentiment Index to try and gauge how management teams from drilling to service to E&P were thinking about growth in 2017. We were able to measure sentiment by quantifying the frequency of references to growth as shale executives spoke to investors. At the time …

WPX Energy joined in the Permian deal making fray, announcing a $775mm Delaware Basin acquisition late Thursday. 2017 operating plan announcements from Permian Independents aren’t the standard fare this year. We are used beginning of year E&P operating plans stating capex, production, and drilling program summaries. This year they are …