Tag Archives: trends

Importantly as we listened to the oilfield’s commentary around energy transition this quarter, we were struck by the fact that oilfield management teams are optimistic not pessimistic about this. Remember SWOT analysis from business school? The oilfield is looking at energy transition as an “O” not a “T.” There’s a …

Here are three charts updating the public E&P spending situation for tight oil, nat gas, and total Lower 48 in 2021 leveraging the latest Lium data with almost all the publics having now firmed up 2021 budgets and given 2020 actuals. There’s a lot more to this story… Login to …

Oil price momentum continues. Good news from OPEC yesterday buoyed WTI above $65. What might $70 oil bring for Permian oilfield activity? The data scientists at Lium Research, our affiliate, had actually run the numbers on that very question a week before this latest oil price spike for data clients …

Wondering what shale spending is going to do in 2021? Our guest posts put their machines to work to find out! 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 …

We are excited today to share the results of our well-attended industry marketplace survey about the year-ahead outlook… 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 …

Chevron alone is about 15% of the public Lower 48 E&P spending programs we track, so they are a big swing factor. With Chevron announcing their official… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

We have fairly comprehensive visibility on 2021 E&P spending plans far earlier in the calendar than normal 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 …

Historical and projected spending trends in natural gas basins… 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 …

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… 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 …

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… 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 …