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 »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 …
Read More »Shale E&P Capex Is Coming In Hot [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 …
Read More »The Great Debate Over 2022 US Oil Production Growth [Charts Of The Day]
In early-2022, the magnitude of US crude oil production growth this year is a hot topic. 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 »Gearing Up For E&P Budget News [Chart Of The Day]
A near perfect recipe for spending growth ($87 WTI, well cost inflation, slowing efficiency gains) is colliding with public Independent E&P capital discipline and maintenance mentality. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »The 2021 Public E&P Spending Outlook, Updated To Incorporate Chevron’s Budget Release [Chart Of The Day]
Chevron alone is about 15% of the public Lower 48 E&P spending programs we track, so they are a big swing factor. With Chevron announcing their official… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »2021 Public E&P Spending Indications Arrived Early This Year [Chart Of The Day]
We have fairly comprehensive visibility on 2021 E&P spending plans far earlier in the calendar than normal this year. 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 »Analyzing The Nat Gas E&P Wallet – Spending Trends And Projections [Chart Of The Day]
Historical and projected spending trends in natural gas basins… 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 …
Read More »What’s Left In The Tank For The Rest Of The Year For Oily E&Ps? Quite A Bit Actually… [Chart Of The Day]
Want to know what to expect for the rest of the year in the US onshore oilfield? This data-driven update is a must read… 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 …
Read More »Still Some Work To Do, But Big 2Q20 Cuts Helped US E&Ps Get Back On Budget Track [Chart Of The Day]
Want to know what to expect for the rest of the year in the US onshore oilfield? This update is a must read… 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. …
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