Just when you thought it couldn’t get any hotter, the Permian frac sand rush heated up again this week. Two more mine sites were announced in the Permian on Thursday, including the largest to date. We now count 11 “firm” Permian mine sites, with rumors floating around of at least …
Read More »Don’t Read Too Much Into The Two Artificial Lift Transactions This Week
On the same day this week, both Halliburton and Forum Energy Technologies made acquisitions in the artificial lift space. Specifically, each firm announced a deal to take out a privately held electric submersible pump (ESP) target. The coincidental timing and shared ESP focus of the deals has inspired some exaggerated …
Read More »The Top Infill Thinking Stories, Charts, And Debates Of 2Q17
Infill Thinking membership tripled over the past three months. Before we review 2Q17 research highlights, here is some color on readership. As of July 2017, Infill Thinking readership is comprised of analysts, business people, and executives categorized as follows: If you haven’t subscribed (or renewed your free trial yet), please …
Read More »The Reconstruction Of The Jackup Market [Guest Post]
Deepwater attracts most of the attention paid to offshore drilling, but shallow water rig demand has improved recently stirring up some hope that perhaps the jackup segment may offer better relative recovery prospects offshore. We asked Infill Thinking subscriber Liz Tysall (a Senior Rystad Energy Analyst who has been following …
Read More »Recent History Says US Rig Count Will Roll Over In August If Oil Falls Sub-$40
With oil prices falling, it is worth noting what historical oil price / rig count relationships suggest about future drilling activity. In this update, we examine the oilfield reaction times that can be expected when oil prices move. There’s a lot more to this story… Login to see the full …
Read More »How Far Can Shale Grow On Run Flat Tires?
E&P transcripts we’ve seen from recent investor conferences have been pretty upbeat all things considered. Why? Oil prices are sub-$45 and under pressure. Well, shale has some tricks up its sleeve that allow it to keep going, and we break them down here. There’s a lot more to this story… …
Read More »US Silica Files Permian Mine Permit
Back on June 12 US Silica announced their entrance into the Permian Basin frac sand mining space. This week, new details have emerged… 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. …
Read More »Hi-Crush Permian Frac Sand Mine Progress Picture
A quick update on Hi-Crush’s new Permian mine here – specifically a picture shared with us taken from just outside their facility a few days ago. 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 …
Read More »Permian Basin Leading Indicator Strengthens In June Despite Macro Headwinds [Charts]
For this update we took a quick look at month-to-date horizontal drilling permitting activity in the Permian Basin. 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 …
Read More »Indirect/Hidden Costs Are Posing An Increasing Threat To E&P [Guest Post]
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 …
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