Chevron’s earnings this morning reminded us that two challenges we’ve written a TON about here at Infill Thinking are not dead. 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 …
Read More »New Red Flags Raised In Permian E&P – Production Treadmill Speeding Up & Getting More Expensive?
A series of negatives for an E&P raises some red flags along the Permian’s oil production development path. 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 …
Read More »What Ever Happened To Frac Hits? [Chart Of The Day]
Sure, companies have developed coping mechanisms, but it’s still a big risk in the medium- to long-term outlook for U.S. oil production… 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 »The US Oilfield Is Losing Focus On Pre-Existing Conditions. And It Can’t Afford To. [Charts Of The Day]
Shale E&P and service are tough businesses in the best of times. Even absent any disruptive outside forces, there are always pressing technical and business problems to solve – problems that require capital and an intently focused talent pool. Since Infill Thinking’s inception nearly four years ago, we’ve covered the …
Read More »13 Interesting Things We Read Last Week That Are Relevant To Frac Sand
We’ve been reading alot this week. We’ve also been curating a recap of items we read with the highest impact value for the frac sand supply chain. Enjoy… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Lots Of Parents With No Children – Our Frac Hit Fear Index Remained Elevated In 3Q18 [Chart Of The Day]
We analyze trends in E&P C-suite conversations about frac hits and parent-child well interference and share a metric derived from our proprietary linguistic analysis of industry discussion. 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 »Mark Papa Says Shale Pundit Projections Fail To Account For Parent-Child Well Issues [Frac Hit Fear Index Update]
If you came for Mark’s quote, it’s further down along with other recent operator remarks on frac hits and parent-child well production impacts. First, a brief word on the industry’s general tone on parent-child wells and what it means for oilfield service companies after digesting a large batch of recent …
Read More »Frac Hit Fear Index And Parent/Child Interference In The Tight Oil Narrative
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 …
Read More »Frac Hits Challenge E&P Teams, Impact Completion Workflows, And Require Investment In Learning
In a piece several weeks ago, we detailed how Range Resource handled material frac interference in their Terryville field (see point 5). Since then most of the E&P universe has reported earnings. On conference calls, we heard more concern related to frac communication, and learned more about how E&Ps are dealing with it. …
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