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Tag Archives: acreage

Gas Land Capex: The Call Option In A Bull Market [CHART OF THE DAY]

March 10, 2026 Quick Thoughts

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How Big Can They Get? Thoughts On Yet Another Potential Permian E&P Takeover

September 16, 2025 Thinking Ahead

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Bid/Ask Gap In Big Permian Land Auction Exemplifies The Need For A Broad Reset Of Expectations

December 3, 2019 Quick Thoughts

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Checking In On The Texas Pacific Land Trust Power Struggle

June 25, 2019 Infill Thoughts

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Two Operators Mashed Their Gas Pedals In The Permian This Week [Bullet Points]

January 11, 2017 Infill Thoughts

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Read The Controversial Permian Basin Survey That Is Raising Eyebrows

January 6, 2017 Infill Thoughts

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Permianflation – Acreage Arms Race Precedes Price Increases Coming Across The Value Chain

November 22, 2016 Infill Thoughts

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INFILL THINKING SINCE 2016

Distilling the complex oilfield business into updates that really matter. No noise. No clutter.

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TIMELINE

  • November 3, 2026

    Talking Off-grid Power & Produced Water At The Houstonian…

  • November 3, 2026

    EQT–Range: Measuring a Mega-Deal Against Nearly 300 M&A Transactions [Data Alert]

  • November 3, 2026

    Atlas Pulls Out Of Some Permian Sand RFPs As “Zombie Mines” Bid “Egregiously Low”

  • October 30, 2026

    Chevron Captures $100 Million YTD With New AI Tools

  • October 30, 2026

    Frac Prices Are Recovering, But 2 Culprits We’ve Been Calling Out Hit Results

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