Tag Archives: permian basin

Note: Each Friday in March, we are passing the keyboard to one of our readers to share perspective from the field. We hope you enjoy the thoughts these hand-picked contributors have to share. Here is this week’s story… Why am I sitting in a hotel in Midland? It seems a …

On March 7, National Public Radio addressed the Permian Basin’s explosive growth in a broadcast airing across 900 US radio stations. Infill Thinking founder Joseph Triepke spoke with NPR for the piece, sharing industry insider perspective on West Texas drilling and frac’ing. While we gave a nod to the recovery, we …

After the market closed Thursday evening, Hi-Crush Partners quietly dropped the equivalent of an atom bomb on the frac sand business. In a busy press release that disclosed two other deals, Hi-Crush described in muted tones plans to build the industry’s first frac sand mine in the Permian Basin. This is …

Following the well received initial public offering floated by Keane Group (ticker FRAC) in January, ProPetro filed for their IPO on Wednesday. They take the ticker PUMP – stale oilfield comp sheets are getting a trendy new makeover. This Permian pumper is going to grow fast – sign in to read all …

News from Parsley Energy and SM Energy on Tuesday continued the Great Permian Migration trend this week. We break down the news into the most important incremental bullet points and provide a few words on the bigger picture trend in the Permian. By the way, if you are looking to …

We don’t normally republish articles from third party sources in full. But an in depth survey on the state of the Permian released at the end of last year is making the rounds this week. And if you haven’t seen it yet, it is definitely worth taking a look. Runaway …

The shale industry kicked off the new year with a continuation of the great migration to the Permian Basin. This morning SM Energy announced the sale of its third party operated assets in the Eagle Ford, including its ownership interest in related midstream assets, for $800 million. In this update we …

Compared to PDC Energy’s budget release earlier this week, Chevron’s 2017 continuing budget cuts are a stark reminder of the divergence theme we first wrote about in early-November. That said, these budget cuts are impacting most every area except one, the Permian. We break down the majors budget for subscribers …

Pioneer Natural Resources is known for progressive thinking on partnerships. The company’s effluent water deal with the City of Odessa is a good example of how the company builds novel relationships to drive costs down. So when Tenaris proposed an unusual alliance around shared yard space, Pioneer listened. The end …

We are in Midland/Odessa this week for meetings and site visits. The vibe here now is very different from our last visit 10 months ago. There is more field traffic on I-20, parking lots are fuller, and there is a stirring in the yards. In this post we discuss firsthand intel from …