Another installment in our popular series of tidbits on Permian Basin frac sand mine scene happenings. 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 Infill Thinking, …
Read More »Reading The 2018 US E&P Capex Tea Leaves As Operators “Apologize” For Growing
This week, E&P management teams talked with investors about the big picture framework and mindset this budget season. We recap the key takeaways from the key players and review the overarching themes of 2018 budget season and what this means for oilfield service contractors. There’s a lot more to this …
Read More »A STACK / Delaware Leader Has Bought All Its 2018 Finer Mesh Sand From Southern Regional Mines
The unrivaled STACK E&P leader (and major Delaware player) said this Wednesday that they have contracted all of their 2018 frac sand requirements. This is newsworthy in and of itself, but more noteworthy is the geographical sourcing. We provide details and think through the market implications here. There’s a lot …
Read More »EOG Picked A Good One. Why Isn’t The Shale Industry Doing More Of This?
We provide experience-based insight on EOG’s latest corporate strategy move and break down how peers compare. We also discuss how this fits into current trends and why it makes sense in the new shale paradigm. There’s a lot more to this story… Login to see the full update… To read …
Read More »Diagnosis: US E&P 2017 Capex Is Stable & Within Normal Limits [Rebuttal Follow Up]
If 2H17 shale capex were on the operating table, our diagnosis would be that the patient’s vitals are stable and within normal limits. But as the old newspaper saying goes: “if it bleeds it leads,” so many reports continue to chose fear over reality. We dig into the numbers to …
Read More »Black Mountain Has A Multi-Year Frac Sand Contract… Infill Thinking Has A Mine-Gate Pricing Estimate
There’s been some talk in the market this week that sand customers might be skeptical of inking deals with startup sand producers. But what we heard from one E&P on Wednesday suggests just the opposite… Black Mountain has at least one long-term deal in the bag and probably more that …
Read More »Reports Of Shale Investment Demise Are Greatly Exaggerated. Don’t Buy The Fake News Lifting Oil Prices… [Rebuttal]
Contrary to the click bait proliferating on other media platforms, US oil producers are not slashing 2017 tight oil investment programs as a result of recent crude oil price volatility. Anadarko’s US onshore investment revision, which became the poster child for so called shale budget cuts this week, is grossly misunderstood. Not only …
Read More »Anadarko Says Less Sand/Well Tests Positive In The Rockies – This Adds Fuel To The Fire Halliburton Started Yesterday
The discussion around plateauing (wait… make that falling) frac sand/well is heating up. What’s new and what we think about it here. 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 …
Read More »Schlumberger Just Delivered The Best Macro Summary We’ve Heard In A Long Time
Schlumberger kicked off oilfield service earnings this morning. Everything you need to know about the tone they set is right here. Also, don’t miss the biggest takeaways of the day where Schlumberger’s CEO said… There’s a lot more to this story… Login to see the full update… To read this …
Read More »EnerVest Tries To Reassure Its Riled Supply Chain After WSJ Hit Piece [Email & Counterparty List]
The Wall Street Journal knows how to title a hit piece. After their article saying EnerVest is worthless, the company is scrambling to reassure its fearful supply chain. See who works for the operator and read EnerVest’s crisis management response in this update. There’s a lot more to this story… …
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