Thinking Ahead

Tailwinds Form Behind 2018 E&P Capex Budgets

The following brief analytical editorial was excerpted from our twice-weekly newsletter on Tuesday October 31, 2017.   There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters …

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3Q17 Oilfield Earnings Season Cram Session

Over the next three weeks, 86 oilfield companies we monitor will host conference calls to discuss results and outlook. We’ve got a cool sector timeline plus heatmap to help you know when to tune in to hear from sectors you care about. We also share an easy to digest list …

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Oilfield Reaction To The Looming ELD Regulations

On Monday morning this week, we sent out an email survey to a select group of industry insiders who subscribe to Infill Thinking. We asked these folks to provide feedback anonymously on the risk to oilfield activity posed by phase-in of electronic logging device regs this December. We got some insightful …

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In Harvey’s Wake We Find More Upstream Onshore Questions Than Answers

In the wake of Hurricane Harvey’s catastrophic impact on Gulf Coast communities and enterprise, attention now turns to recovery timetables and rebuilding. At this point, quantifying the upstream onshore impact is still an exercise in speculation. So in this update, we share detailed questions folks who want to understand the …

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Permian Drilling Permits Finally Falter. Signal Or Noise?

We take a look at drilling permit demand in the hottest oilfield in the world. What does it mean for what comes next? Also, our regular weekly tables and charts derived by applying a little infill thinking and elbow grease to Baker Hughes rig count data. There’s a lot more …

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