E&P transcripts we’ve seen from recent investor conferences have been pretty upbeat all things considered. Why? Oil prices are sub-$45 and under pressure. Well, shale has some tricks up its sleeve that allow it to keep going, and we break them down here. There’s a lot more to this story… …
Read More »E&Ps Actually Underspent Budget In Every Major US Onshore Play During 1Q17
We actively monitor spending patterns for approximately 50 public independent operators. With virtually all of their 1Q17 results disclosed over the past week or two, we can now report some detailed insights on what their spending during the first quarter of the year means for the rest of 2017. There’s a lot …
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