With 2019 planning season in full gear, decision makers and forecasters are grappling with commodity price cross-currents. As many market participants are now arriving at conclusions that will set the stage for the year-ahead, we thought it’d be useful context to take a look back at an outlook baseline set …
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On Tuesday, we warned that by taking their foot of the capex gas pedal at this point in the cycle, the Independents risk ceding share in shale development to the Majors. On Wednesday, Chevron’s 2018 budget release confirmed that this indeed will happen if actions follow words. There’s a lot …
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Anadarko’s 2018 capital spending program was released Thursday morning. It is one of the first detailed 2018 E&P budgets to be released this budget season. Given their focus on discipline and returns and leadership in crafting a sustainable framework for developing tight oil, Anadarko’s E&P capex budget should help establish …
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Infill Thinking Lifting the O&G knowledge curve
