Tag Archives: e&p

The winding saga of Section 232 trade policy evolution and redefinition has whipsawed the OCTG markets this year. We have the latest on what it means for buyers and sellers here… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

We devote a lot of bandwith to the most pressing concerns facing tight oil development here at Infill Thinking. In the long-run, other constraints rise on the horizon. These are the big picture sustainability sort of questions for tight oil development. In this post, we list these big picture issues …

We spent the first week of February on location in the Permian Basin gathering market intelligence on the completions supply chain. In addition to taking it all in from the road this week, we have met with a variety of management teams and visited operations in the field. During our …

We have sorted through 1,000+ pages of E&P conference call transcripts to come up with the most important things customers are saying about frac sand. 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 …

In addition to taking it all in from the West Texas roads this week, we’ve met with management at four in-basin sand mines, two OFS firms, and a regional transportation alliance. We also hosted a well-attended reader meetup in Odessa yesterday and have two more frac sand mine visits behind …

We examine one strategy that we think will be a common way for E&P operators to essentially increase spending without appearing to be reacting to higher oil prices this year. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

Since New Year’s Day, ~40 fresh IR decks have hit the wires from the O&G industry… and that doesn’t even include downstream or midstream. The presentation dump came ahead of the year’s first significant O&G investor conference this week. We have cherry-picked the following datapoints with 2018 implications from public …

We have seen some recent market commentary interpreting a lackluster Permian rig count response to the 4Q17 oil price rally as evidence of a change in E&P behavior or appetite for Permian development. We do not believe this interpretation is accurate.  In this update, see what we believe are the real …

Experienced E&P strategist Paul Sparks has been thinking about the future of what today is a highly fragmented E&P industry. As the US unconventional business matures, will it always be run by 50+ public Independents and hundreds of smaller privates? Or is mass consolidation the future? History and some of …

We believe the recent surge of returns-focus rhetoric from E&Ps is having a considerable impact on consensus expectations for US shale E&P spending. This was evident in our recent survey, where participants expressed a bullish view on y/y oil price trends yet waxed conservative on the spending outlook. In this …