Tag Archives: e&p

Our last mile deep dive published earlier this week resulted in the best 24-hour period for signups during Infill Thinking’s short five-month history. We share this not to brag. Instead, we see this as confirmation that the metamorphosis in frac sand’s last mile is indeed transformative with broad implications for the industry …

Late-last year, we introduced our Shale Executive Sentiment Index to try and gauge how management teams from drilling to service to E&P were thinking about growth in 2017. We were able to measure sentiment by quantifying the frequency of references to growth as shale executives spoke to investors. At the time …

WPX Energy joined in the Permian deal making fray, announcing a $775mm Delaware Basin acquisition late Thursday. 2017 operating plan announcements from Permian Independents aren’t the standard fare this year. We are used beginning of year E&P operating plans stating capex, production, and drilling program summaries. This year they are …

News from Parsley Energy and SM Energy on Tuesday continued the Great Permian Migration trend this week. We break down the news into the most important incremental bullet points and provide a few words on the bigger picture trend in the Permian. By the way, if you are looking to …

We don’t normally republish articles from third party sources in full. But an in depth survey on the state of the Permian released at the end of last year is making the rounds this week. And if you haven’t seen it yet, it is definitely worth taking a look. Runaway …

On a conference call in 2011, the always eloquent Clay Williams of National Oilwell Varco (then CFO, now CEO) said: The unconventional shale model is utterly unlike drilling a generation ago, which saw fleeting glimpses of precious darcy reservoir rock here or there, elusive four-way closure, a rare and fortuitous geologic …

The shale industry kicked off the new year with a continuation of the great migration to the Permian Basin. This morning SM Energy announced the sale of its third party operated assets in the Eagle Ford, including its ownership interest in related midstream assets, for $800 million. In this update we …

Two years into the downturn and at oil prices just half of prior highs, the US tight oil industry has begun to stage a recovery. We’ve all seen this new optimism in the tangible data. Rig count, capex, headcount, frac utilization – these are just a few of the US …

The US land drilling market is exiting the worst downturn in history. Why not follow that with the sharpest rebound ever? That is exactly what is happening now. Since bottoming about 30 weeks ago, the US rig count has increased 60%. The 1985 recovery outpaced this one for 25 weeks before falling back. The only …

The Fed raised interest rates for the second time in a decade on Wednesday. The Federal Open Market Committee raised its target range by a quarter point to 0.5% – 0.75%. The committee also expects to make three rate hikes in 2017, two or three in 2018 and three in 2019. …