Tag Archives: ofs

We think ahead about what we might hear with oilfield earnings reports and calls just around the corner… 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 …

With the rubber hitting the road on 2024 budget planning, OFS and E&P CEOs converged in New York this week for the annual Barclays energy investor conference. Here’s what stood out to us in publicly available transcripts emanating from the event… There’s a lot more to this story… Login to …

It’s still pretty early for Public E&Ps to give formal 2024 budgets, but over the past several weeks, we’ve gotten ‘soft guidance’ on about a dozen E&P earnings calls. As a key takeaway, 2024 capex is… There’s a lot more to this story… Login to see the full update…  To …

We expected E&Ps would talk more specifically about service cost deflation expectations this quarter… here’s what we’ve heard so far. 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 …

We think ahead about what we might hear with oilfield earnings reports and calls just around the corner… 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 …

We’ve recently had a few inbound questions from Infill Thinking members about refracs. This is something that has always hung around in the background of the completions business – gets some buzz occasionally, but remains a relatively small (dare we say immaterial) part of the overall completions space. In this …

After attending the big water conference in Cow Town this week (key themes recap), we are back in Ft Worth again next week for the “Super DUG” trade show. We look forward to seeing many of you there, and will have a recap of takeaways next week. Here are 10 …

E&Ps have been quick to talk about service cost expectations this quarter…here’s what we’ve heard so far. 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 …

E&Ps have been quick to talk about service cost expectations this quarter…here’s what we’ve heard so far. 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 …

We think ahead about what we might hear with oilfield earnings reports and calls just around the corner… 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 …