Tag Archives: permian basin

We have reviewed a draft of the proration order and share it and something that jumps out at us here… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members …

How bad is the frac drought getting out in the Permian Basin? We discuss… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis …

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 …

This morning comes official news of the first in-basin Permian sand mine closure since Black Monday. This may be the first official Permian closure in the pandemic era, but it a) won’t be the last and b) might not be the actual first. Here’s what we are watching as the frac sand demand destruction situation …

One week ago, a 5.0 magnitude earthquake rocked the state-line area of Texas / New Mexico. The strongest in the area since 2017, it was reportedly felt by thousands as far away as Odessa. Quakes often lead to hasty and uninformed conclusions about causes involving oilfield activity. Today’s guest post …

On March 9, 2020, National Public Radio’s Marketplace show aired a segment across >800 US radio stations about the oil price fall-out’s impact on US oilfield activity. Their piece draws insights from our research update published for Infill Thinking subscribers earlier that day titled “On Black Monday, A Double Black …

Within minutes of the transcript of the Exxon analyst day being released, we shared this summary of what’s new in the company’s Permian Basin Drilling & Completion outlook…. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

In a separate update earlier this week, we quantified a new kind of flaring intensity index. Today we explore the qualitative side of this trend, distilling over 1,000 executive/investor conversations about flaring over the past decade and a half into this 5-minute-read summary. Login to see the full update… To …

In this update we study a different kind of flaring intensity – the flaring conversation intensity. This is not a new issue, but the conversation is heating up and evolving. Login to see the full update… To read this update and receive our research newsletters, you must be a member. …

We take a look at WaterBridge’s acquisition history and comment on their latest deal in this update… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research …