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 …
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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 …
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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 …
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Data on differences in rig trends by operator type… 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 …
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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 …
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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 …
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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 …
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Here’s what to know about the current state of the rig market in the Lower 48… 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, …
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On the surface, things look calm and steady but the devil’s in the details… 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 …
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We discuss a large pumper’s growth plans… 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 …
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Infill Thinking Lifting the O&G knowledge curve
