Tag Archives: spending

Login to see crucially important data if you conduct business in the Permian oilfield! 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 …

Login to see data takeaways from another collection effort by our tier one data team! 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 …

  We had expected and modeled a significant spending decline, but not quite this big. 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 …

  Last year during conference calls with investors, Chevron’s top brass made a hint that their words last Friday now confirm… 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 …

Important addressable market update on the Lower 48 OFS sector. 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 …

A quick update on how OFS industry expectations have been evolving this year… 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 …

A look at the addressable market for oilfield services, equipment, supplies, and consumables. 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 …

In an Infill Thinking data update, we take a look at what’s left in the tank for 2023…   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 …

We discuss how aggressively E&Ps will be as it pertains to developing their tight oil inventory in this piece… 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 …

We think E&P behavior on capex this year exhibits signs of reversion to historical norms, albeit with less leverage than in the past, which is a positive sign for OFS firms because their price increases are translating to more capital not lower activity. There’s a lot more to this story… …