Infill Thinking Lifting the O&G knowledge curve
We believe the recent surge of returns-focus rhetoric from E&Ps is having a considerable impact on consensus expectations for US shale E&P spending. This was evident in our recent survey, where participants expressed a bullish view on y/y oil price trends yet waxed conservative on the spending outlook.
In this update we take a look at a chart that quantifies a dramatic E&P tone shift and go on the record with a non-consensus E&P capex forecast for 2018.
There’s a lot more to this story…
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