Exxon is disclosing something today that could have folks in the frac supply chain buzzing for weeks. 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 …
Read More »All Eyes On Exxon… Ten Things To Tune In For…
What’s Exxon going to divulge about their Permian development strategy post-Pioneer next week? We share things we are tuning in for in this post 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 …
Read More »More Teasers, But XTO Is Not Yet Ready To Tip Their Hand On Permian Well Productivity Push
What’s Exxon going to do with their sand strategy? The discussion continues 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 you are new to Infill Thinking, or your membership …
Read More »A Look At Some Exxon Frac Ingredients As Folks Wonder How They Might Mix It Up
What’s Exxon going to do with their sand strategy? We continue the discussion from last week 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 you are new to Infill …
Read More »Is Exxon About To Shake Up Their Permian Proppant Strategy?
What’s Exxon going to do with their sand strategy? We discuss 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 you are new to Infill Thinking, or your membership has …
Read More »Just When Everyone Thought Deepwater Was Dead… A Twitch.
This past weekend, we read a half dozen transcripts of earnings calls from the oil majors and national oil companies (NOCs). The big guys are all whistling the same tune. They are successfully re-engineering pending deepwater projects to fit $50 oil (and below). They are ready to clear their final investment decision …
Read More »Making $40 Oil Great Again? Watch This Key Norwegian Development
An internal challenge set by the Statoil front office this year tasked engineers with something that would have once been thought impossible: turn a profit on a major new Barents Sea field development, the Johan Castberg, at $40 oil. Is $40 is the new $70? Statoil’s internal hurdle was lowered earlier this …
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