It felt great to be back in the Permian Basin this week. Special thanks to all of you who took some time to meet with us, take us out in the field to show us your operations, and attend our Member Meetup. We are humbled by just how incredibly smart …
Read More »Private E&Ps ‘Bringing It’ As Publics Stay Disciplined [Charts & First Hand Observations]
On the road in the Permian this week, we made first hand observations that confirm what our data has been suggesting since the oilfield began to recover from the pandemic downturn. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »A Study In Discipline [Operator Spotlight]
Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count or fleet count, tracking …
Read More »OCTG 2H21: Much Ado About ‘Something’ [Friday Guest Post]
The OCTG market has a lot of crosscurrents swirling right now. And we know just the right expert to shed light on the key 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 …
Read More »Tracking The Most Active Shale Well Completer’s D&C Program [Operator Spotlight]
Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count or fleet count, tracking …
Read More »Tracking Pioneer Natural Resources’ D&C Program In The Permian [Operator Spotlight]
Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count or fleet count, tracking …
Read More »Infill Thinking’s Mid-Year Oilfield Outlook Survey Opens For Member Participation
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” on key oilfield trends into 2022. 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 »US E&P Consolidation Surges Driving 2Q21 Deal Flow To New Heights [Charts Of The Day]
2Q21 is the busiest quarter for US E&P deal flow since we started keeping track of significant E&P M&A transactions in 2017. Not only are we already seeing new highs this quarter, but there are still three full weeks left in the quarter for bankers to add a few more …
Read More »Tracking Exxon’s D&C Program In The Permian [Operator Spotlight]
We are kicking off a new weekly data series this week. Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know …
Read More »Shale Well Costs Are Still Collapsing Even Though OFS Prices Have Stopped Going Down
The pursuit of sustainable well cost savings is alive and well, and it’s paying dividends in E&P land. Tight oil economics have never been better, not even at $100 oil, as E&Ps find ways to pound well costs into the ground. Here’s the latest… There’s a lot more to this …
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