Things to know about a soon-to-be-public northeastern E&P operator… 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 expired, please email …
Read More »Speaking Of Conferences… See You Next Week Back In Ft Worth? [Market Intel Theme Preview]
After attending the big water conference in Cow Town this week (key themes recap), we are back in Ft Worth again next week for the “Super DUG” trade show. We look forward to seeing many of you there, and will have a recap of takeaways next week. Here are 10 …
Read More »Permian SWD Demand Moves Higher In 2022; E&Ps Factoring More Heavily Into Mix [Chart Of The Day]
It’s been an interesting year for water management as the disposal industry navigates new restrictions on injection amid surging water volumes from completions activity growth. 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 »Sentiment Sea Change Underway Towards U.S. O&G As The Mainstream’s ‘Existential Threat’ Narrative Flips
A powerful narrative shift is underway with big implications for U.S. oil and gas production, producers, and enablers… 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 expired, …
Read More »As WTI Trades Above $110/BBL (14-Year High!), A Salute To Shale & What Our Readers Do To Further Its Noble Cause…
The world is a mess. The tyranny of an evil man is on full display, disrupting world order, and it won’t be soon forgotten as an uncertain globe witnesses unprovoked civilian devastation from the biggest military action in Europe since WWII. The ripple effects could obviously be profound. As a …
Read More »Forget Frac. EVERYONE Is Talking Storage & Shut-ins
We checked in with a whole bunch of our oilfield service and E&P contacts this week. What we heard from them sure sounds like complete capitulation in the oilfield market. The bottom is coming into focus. Here’s what folks we talk to are saying… There’s a lot more to this …
Read More »A Deep Dive (& Some Fun) With The Historic Hearing On Texas Oil Cuts [Summary Of 9-Hour Testimony]
The Texas Railroad Commission (and a whole bunch of oilfield folks) had a very busy Tuesday. The three Commissioners hosted a nearly 9-hour long virtual open hearing on Tuesday, taking petitions for and against prorating Texas oil production. 20,000 viewers tuned in to watch the webcast. A whopping 53 industry …
Read More »Paper Trades Make Oil Prices Look Better Than They Are In The Physical Market… [Chart Of The Day]
Torn by two extreme market forces (oil demand destruction from the lockdown and geopolitical supplier actions), US oil prices are being distorted and dislocated beyond recognition. Here’s how the actual spot bids in the field are trending across various grades and basins (spoiler alert, it isn’t pretty and the lowest …
Read More »Key Takeaways From Texas RRC Ryan Sitton’s First Natural Gas Flaring Report Release… [Live Blog Complete]
We live blogged our key takeaways from a critical TX RRC report release via webinar on Tuesday afternoon February 19, 2020… 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 »Managing Produced Water The Rocky Mountain Way… A Chat With Expedition [Aqua Men]
Oilfield water management’s rapid evolution from cottage industry to stand-alone business is attracting dozens of new players (and capital) across the entire water value chain. As startups join stalwarts in a business model revolution, our Aqua Men series brings this fast developing space to life. This is the second profile …
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