We have fairly comprehensive visibility on 2021 E&P spending plans far earlier in the calendar than normal this year. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get …
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Historical and projected spending trends in natural gas basins… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on …
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Want to know what to expect for the rest of the year in the US onshore oilfield? This data-driven update is a must read… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, …
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Here is the straight skinny on what’s going on with the D&C programs for 27 operators. One thing that stands out is the common focus on… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial …
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Who is taking market share during bankruptcy? Here are some clues… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New …
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And the big buzzword in E&P this earning season is….??? There’s several, but… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and …
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Going through local sand mine operating data for 3Q20 this week, a notable bifurcation stands out. Specifically… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research …
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This week, the esteemed Wall Street Journal went to town on frac sand, all but declaring the sector dead. The piece has some elements that we commonly find in anti-O&G hit pieces, but it is more a diatribe describing the industry’s economic trials and tribulations than any thing else. The …
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Relative to the lows of 2Q20, which basin will enjoy the best trends after the ball drops on a miserable 2020 and 2021 completions programs start to kick in? Over the past couple of weeks, we’ve touched base with a whole bunch of industry contacts in the process of…. Login …
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+10. Flat. Flat. -2. Those are the weekly changes the US land rig count has posted for the past four weeks. Not bad! A couple weeks ago – after the first two datapoints in the pattern above – we wrote “The Past 2 Weeks Don’t Make A Trend, But 2 …
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Infill Thinking Lifting the O&G knowledge curve
