Tag Archives: costs

How do the inflation expectations being outlined by E&Ps this earnings season compare to our recent survey results? We discuss along with company-specific datapoints in the full update… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

What E&Ps are telling their investors is changing – the changes so far are subtle, but they are firm evidence that cost inflation has been underappreciated. 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 …

One of the biggest questions on our contacts’ minds about 2022 is how supply, freight, and labor cost inflation will factor into the US onshore E&P business. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

It was great to be back out in the Permian Basin to meet with folks and visit various job sites this month. We posted 13 key observations in this recent post. Today, we wanted to share more boots on the ground insights from our trip and what better way than …

It felt great to be back in the Permian Basin this week. Special thanks to all of you who took some time to meet with us, take us out in the field to show us your operations, and attend our Member Meetup. We are humbled by just how incredibly smart …

The pursuit of sustainable well cost savings is alive and well, and it’s paying dividends in E&P land. Tight oil economics have never been better, not even at $100 oil, as E&Ps find ways to pound well costs into the ground. Here’s the latest… There’s a lot more to this …

For more than two years, the North American Energy industry has struggled with low prices. Companies have idled workers and equipment, squeezed vendors, and taken additional cost cutting measures. But our problem isn’t oil prices. Rather, it’s the self-inflicted costs.   There’s a lot more to this story… Login to …

Each Friday in June, we are passing the keyboard to one of our readers to share perspective from the field. We have handpicked these experts in their fields to share insights on key oilfield trends and debates. In today’s piece, online marketplace RigUp offers cost and market transparency on the Lower …

Nabors released an operational update Monday morning, disclosing how the rapid US rig count growth trajectory during the first quarter is impacting their business. Like Halliburton, Nabors is incurring unexpected costs associated with the outsized growth relative to prior expectations. There’s a lot more to this story… Login to see …

Permian acreage values are changing rapidly, frustrating those who want in and providing a windfall to incumbent operators. What some are calling an acreage valuation bubble in the Permian may be just the tip of an inflation iceberg in the play. A tsunami of capital targeting deals in the region …