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 »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 »A Look At 3Q Shale Activity Data Shows Slowing Growth [Chart Of The Day]
In today’s data exercise, we reflect on some Q3 activity growth data 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 …
Read More »Shale E&P Capex Follow Up – A Forward Thinking Data Update
E&P spending plans are evolving rapidly and in this update we think ahead to 2H22 and 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 …
Read More »Only A Matter Of Time Until ALL U.S. E&Ps Hike Their 2022 Budgets? Some For The 1st Time, Some Again?
E&P spending plans are evolving rapidly… 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 »An Uptick In Frac Sand Prices Next Month Is Coming. It Has Nothing To Do With Mines [Chart Of The Day]
Mine-gate prices have been a source of inflation in well costs this year, but the mine-gate might not be where customers experience the next round of pain… 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 »Stagnant Sand Pumped Per Crew Day Exacerbates Well Cost Inflation Pain [Chart Of The Day]
Frac efficiency has stagnated over the past several quarters…. 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 »2022 Shale Well Cost Inflation Expectations Are Too Low [Chart Of The Day]
What are we hearing about well costs moving higher? What’s the next shoe to drop? What were folks expecting vs. what’s coming down the pipe? We discuss… 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 »Through Chattering Teeth, Oilfield CEOs Describe February Frac Freeze Impacts
Adverse operational impacts from weather are surfacing in this week’s oilfield earnings calls. Here’s a roundup of some of what we’ve heard 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 …
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