Permian E&P Breaks The Ice On Takeaway Constraints. Will Unyielding Growth Preconceptions Begin To Change Now?

One week ago, we got the first tangible datapoint on Permian takeaway capacity slowing down the world’s busiest oilfield. That datapoint came on the completions side as C&J slowed their frac spread deployment cadence.

Today, we have the first tangible datapoint of an operator cutting back on the drilling side.

There’s a lot more to this story…

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