spending trends Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Tue, 19 Apr 2022 22:35:08 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.9 https://www.infillthinking.com/wp-content/uploads/2016/09/cropped-Screenshot_4-8-32x32.png spending trends Archives - Infill Thinking https://www.infillthinking.com 32 32 The “Nice List”: 19 US E&P Operators To Keep An Eye On For 2020 Activity Growth https://www.infillthinking.com/infill-thoughts/the-nice-list-16-us-ep-operators-to-keep-an-eye-on-for-2020-completions-growth/ https://www.infillthinking.com/infill-thoughts/the-nice-list-16-us-ep-operators-to-keep-an-eye-on-for-2020-completions-growth/#comments Fri, 20 Dec 2019 04:09:25 +0000 http://www.infillthinking.com/?p=28274 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 prospects in certain basins. So …

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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 prospects in certain basins.

So those that have given some positive intonations about 2020 plans made our “nice list” below…

There’s a lot more to this story…

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Thinking Through The 2H19 E&P Spending Setup [Chart Of The Day] https://www.infillthinking.com/infill-thoughts/thinking-through-the-2h19-ep-spending-setup-chart-of-the-day/ https://www.infillthinking.com/infill-thoughts/thinking-through-the-2h19-ep-spending-setup-chart-of-the-day/#respond Fri, 16 Aug 2019 14:11:01 +0000 http://www.infillthinking.com/?p=27387 After updating our company-by-company E&P capex model this week, we’ve concluded that… 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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After updating our company-by-company E&P capex model this week, we’ve concluded that…

There’s a lot more to this story…

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Will The 2019 E&P Capex Story End Like 2018? First Quarter Actuals Might Be The Canary In The Coal Mine [Chart Of The Day] https://www.infillthinking.com/infill-thoughts/will-the-2019-ep-capex-story-end-like-2018-first-quarter-actuals-might-be-the-canary-in-the-coal-mine-chart-of-the-day/ https://www.infillthinking.com/infill-thoughts/will-the-2019-ep-capex-story-end-like-2018-first-quarter-actuals-might-be-the-canary-in-the-coal-mine-chart-of-the-day/#comments Wed, 15 May 2019 19:53:50 +0000 http://www.infillthinking.com/?p=26665 Whelp… this chart doesn’t bode well for oilfield service markets in 4Q19… Are we on track for a repeat of last year’s budget exhaustion woes? 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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Whelp… this chart doesn’t bode well for oilfield service markets in 4Q19… Are we on track for a repeat of last year’s budget exhaustion woes?

There’s a lot more to this story…

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US E&P Budgets Sink Sharply Into The Red, But Devon’s Delaware Plan Is A Bright Spot https://www.infillthinking.com/infill-thoughts/us-ep-budgets-sink-sharply-into-the-red-but-devons-delaware-plan-is-a-bright-spot/ https://www.infillthinking.com/infill-thoughts/us-ep-budgets-sink-sharply-into-the-red-but-devons-delaware-plan-is-a-bright-spot/#respond Fri, 22 Feb 2019 16:00:56 +0000 https://www.infillthinking.com/?p=25766 Over the past several days, E&P capex budget news has been categorically negative. Some of the biggest cuts we’ve seen yet have been announced while other E&Ps have cut back their preliminary 2019 spending guidance. Check out the latest budgets and totals we are are tracking here… There’s a lot more to this story… Login …

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Over the past several days, E&P capex budget news has been categorically negative. Some of the biggest cuts we’ve seen yet have been announced while other E&Ps have cut back their preliminary 2019 spending guidance. Check out the latest budgets and totals we are are tracking here…

There’s a lot more to this story…

Login to see the full update… 

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E&P Budget Revision Risk Bites https://www.infillthinking.com/infill-thoughts/ep-budget-revision-risk-bites/ https://www.infillthinking.com/infill-thoughts/ep-budget-revision-risk-bites/#comments Mon, 04 Feb 2019 20:48:40 +0000 https://www.infillthinking.com/?p=25154 This week, a negative revision risk we’ve been highlighting surfaced in the form of a swing from growth to contraction. After digesting, we zoom out to look at US spending trends as a whole. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

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This week, a negative revision risk we’ve been highlighting surfaced in the form of a swing from growth to contraction. After digesting, we zoom out to look at US spending trends as a whole.

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 discuss our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

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