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 …
Read More »Don’t Conflate Exxon’s Big Permian Rig Count Chop With Completions [Analyst Day Takeaways]
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…. 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 »A Brief History Of The Flaring Dialog Between E&P CEOs & Investors
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. There’s a lot more to this story… …
Read More »Flaring ‘Conversation’ Intensity Heats Up [Chart Of The Day]
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. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »WaterBridge’s Buying Spree Extends Into 2020 As Another Large E&P System Is Divested
We take a look at WaterBridge’s acquisition history and comment on their latest deal in this update… 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 …
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 »The Permian Basin’s Snow Day – Implications & Pics From The Deep Freeze This Week
If you are at HFTC or NAPE in Houston this week instead of the Permian Basin, count your lucky stars. If you are in the Permian on Wednesday, there’s a high probability you are: a) trying to reschedule your trip (or your meetings) because all flights have been cancelled b) …
Read More »Sandemonium Aftermath – A Big Price Reset & The Most Commonly Asked Questions
It’s been a week and a half since we first reported “Sandemonium” when the Permian surprisingly “ran out” of 100 mesh frac sand. Here’s an update on where things stand today followed by our answers to the most common questions Infill Thinking members are asking us as this situation continues …
Read More »What The Super Majors Had To Say About Their Prodigious Permian Plans Friday Morning
This morning both Chevron and Exxon hosted conference calls. These are our key takeaways… 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 …
Read More »Sandemonium Strikes Again
Just when everyone assumed the Permian was hopelessly oversupplied with sand comes a supply crunch that will make everyone question their beliefs! 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 …
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