More analysis of Exxon’s proppant commentary this week. 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 …
Read More »What’s Left In The Tank For 4Q24? [DATA ALERT]
This week, we have an update on E&P spending trends… 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 …
Read More »First Look At 2025 Public E&P Budget Plans
Important addressable market update on the Lower 48 OFS sector. 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 …
Read More »We Reiterate A Warning About Shale E&P Capex [DATA ALERT]
This week, we have an update on E&P spending trends… 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 …
Read More »Mind The Gap – 4Q Budget Exhaustion Is A Red Flag This Year [DATA ALERT]
This week, we have an update on E&P spending trends… 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 …
Read More »1Q24 Was The Peak For Lower 48 Natural Gas E&P Spending This Year [Chart & Analysis]
With natural gas prices still depressed, here is a look at where gassy E&P activity is trending… 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 …
Read More »Shale Capex Trends For 2024 [Chart Of The Day]
A look at the addressable market for oilfield services, equipment, supplies, and consumables. 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 …
Read More »With Public E&P Capex Cooling Off, Budget Exhaustion Is Back In The Conversation [Chart Of The Day]
Data on E&P spending for 2023… 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 …
Read More »Mind The Gap – Thinking Ahead About 2023 E&P Program Cadence [Chart Of The Day]
In an Infill Thinking data update, we take a look at what’s left in the tank for 2023… 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 …
Read More »Shale E&P Capex Shape Curve Skews Front-End Loaded In 2023 [Chart Of The Day]
Thoughts on E&P spending for 2023… 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 …
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