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Tag Archives: majors

Only 1 Of 4 Super Majors Will Raise The Permian Budget Right Now…

May 3, 2026 Infill Thoughts

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Thoughts On The Super Majors’ Mixed Shale Spending Appetite

November 14, 2025 Infill Thoughts

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Chevron Permian Capex Has Peaked. Here’s What To Expect Next…

February 4, 2025 Thinking Ahead

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Super Majors Are Starting To Show Their Cards On Higher 2023 Shale Spending

December 9, 2022 Quick Thoughts

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Don’t Conflate Exxon’s Big Permian Rig Count Chop With Completions [Analyst Day Takeaways]

March 5, 2020 Quick Thoughts

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What The Super Majors Had To Say About Their Prodigious Permian Plans Friday Morning

January 31, 2020 Infill Thoughts

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The Independents May Intend To Temper Tight Oil Growth Next Year, But The Majors Sure Don’t…

December 7, 2017 Infill Thoughts

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Sharing Our Cheat Sheet For 1Q17 Reporting Season: Key Themes For 8 Oilfield Sectors

April 20, 2017 Thinking Ahead

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Just When Everyone Thought Deepwater Was Dead… A Twitch.

February 23, 2017 Thinking Ahead

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Chevron’s 2017 Capex Budget Is Up 45% In The Permian, But Down Most Everywhere Else

December 9, 2016 Infill Thoughts

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Page 1 of 212 »

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TIMELINE

  • November 10, 2026

    In Other News… People On The Move, 2 H2O M&A Deals, Dry Sand vs. Wet Sand, Reserve Exhaustion, & more…

  • November 10, 2026

    Another Big Operator Starts Looking At “Specialty Proppant” As Permian E&Ps Focus On Enhancing New Well Production

  • November 10, 2026

    Our Latest D&C Trends Show Steady Fracing Activity [Shale Monthly Activity Data Alert]

  • November 6, 2026

    A No Good, Really Bad Week For Oilfield Stocks As Wall Street Panic Sells Shale…

  • November 6, 2026

    ProFrac Says There’s Not Enough Frac Horsepower To Go Around In 2027 And Newbuild Discussions Are Starting

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