Tag Archives: capex

We digest big plans from a big E&P pertaining to the Permian into a digestible summary… 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, …

Thoughts on the importance of certain customers to certain OFS providers… 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, …

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 …

We think E&P behavior on capex this year exhibits signs of reversion to historical norms, albeit with less leverage than in the past, which is a positive sign for OFS firms because their price increases are translating to more capital not lower activity. There’s a lot more to this story… …

Although E&P management teams continue to spike the football about their capital discipline on earnings calls, capital budget and spending data tell a different story in shale. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

A series of negatives for an E&P raises some red flags along the Permian’s oil production development path. 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 …

We examine Private E&P behavior and what they might do next as they have an increasingly large role in driving the D&C market these days. 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 …

It’s much easier to spend growth capital when each well drilled and completed is a smaller and smaller percentage of your cash on hand! So how’s that looking for the various oilfield participants? There’s a lot more to this story… Login to see the full update…  To read this update …

This earnings season, more than half the public E&Ps we monitor hiked their 2022 budget guidance. Many for the second time already this year… The publics are on track to spend 15-20% more than they originally communicated when 2022 budgets were set. Why? Well… There’s a lot more to this …

2022 budget 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 current subscription …