Infill Thoughts

Unique angles you’ll only find here on important oilfield stories

There’s A New Anti-Frac Movement Brewing. It’s Leaders Are O&G Industry Insiders

Since inception, hydraulic fracturing and shale exploitation have been fraught with controversy. Initial opposition mostly came from the far left and environmentalists. So called “fracktivists” include bands of protesters, lobbyists pushing for regulation, and filmmakers documenting mythical terrors. These outsiders have presented challenges for the industry ranging from mild annoyances to outright banishment …

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Permian Preview: 2017 Capex And Production

The biggest regional contributor to the US Shale Revolt will be the Permian Basin. The Permian is the only unconventional oil play where production has not fallen in the downturn. In fact, Permian production today is up 13% since that fateful OPEC meeting two years ago. Following it’s conventional production …

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Offshore Drilling Theory Testing With Atwood And Rowan

Two months ago, we penned a deep dive on the offshore drilling outlook, concluding that things still must get worse before they get better. Atwood’s conference call yesterday provided a good theory test, and we came away with confirmation of our multi-year hard landing view. Here are the most important fundamental …

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Lest We Forget

In the decade we’ve been covering the oil business, we can’t recall another period of time when technology and efficiency gains were occurring this fast. And as students of this industry, we’d argue that there’s been no time in history when O&G industry methods were advancing at today’s pace. Globally, human …

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The APEX Predator & Weekly Rig Count Trends

There were a lot of smart things about the Nabors analyst day last week. One of those was the timing. Nabors was smart to host its event after most of the other contract drillers hosted their earnings conference calls in the weeks leading up to the event – the timing …

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Nabors Analyst Day First Impression: Silicon Valley Vibes

On Thursday, we attended an all-day event hosted by Nabors Industries in Houston for analysts and investors that follow the company. Nabors went all out on this one, rolling out a 160-slide deck at a full day event that included nine presentations from senior Nabors executives, a rich multi-media campaign, and a half …

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