E&P earnings season is underway. Over the past few days, we’ve… One Key Underlying Theme: Public E&Ps are… 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 …
Read More »This Week’s Pressure Pumper Outlook Roundup
This week’s pumping commentary analysis 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 …
Read More »EOG Expects To Drive Sand Cost Down Further Through 2022. But How At Today’s Rock Bottom Prices?
Why It Matters: EOG’s outlook is closely watched as they are the shale bellwether – so here we summarize what matters for the D&C market from their call, starting with an interesting comment on sand… There’s a lot more to this story… Login to see the full update… To read …
Read More »The Most Important Things E&Ps Said Last Week…
E&P earnings season is underway. Over the past few days, we’ve… One Key Underlying Theme: Public E&Ps are… 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 …
Read More »The Most Important Things Pressure Pumpers Said This Week…
An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: 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 …
Read More »An Interesting Will Power Test Emerges For Gassy E&Ps [D&C Activity Channel Checks]
In several posts this week (on frac crews and rigs), we’ve highlighted the natural gas upstream industry’s apathy to a substantial natural gas price move since 2Q21. How long will this go on? Our channel checks and public E&P commentary suggest… There’s a lot more to this story… Login to …
Read More »Oxy’s D&C Trends In Focus [Operator Spotlight]
Each week through the end of this month, we are illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count …
Read More »Chevron’s D&C Trends In Focus [Operator Spotlight]
Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count or fleet count, tracking …
Read More »Private E&Ps ‘Bringing It’ As Publics Stay Disciplined [Charts & First Hand Observations]
On the road in the Permian this week, we made first hand observations that confirm what our data has been suggesting since the oilfield began to recover from the pandemic downturn. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »A Study In Discipline [Operator Spotlight]
Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count or fleet count, tracking …
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