Tag Archives: permian

Atlas Sand Has Shipped First Tons From Kermit Plant

First tons and an on-time startup for Atlas mark this new entrant’s official arrival. We have analysis of the startup that goes beyond the press release here. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free …

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Offshore vs The Permian [Friday Guest Post]

With Brent trading at almost $80/bbl and Permian constraint friction heating up (pipe, diffs, trucks, etc), it feels like it’s time to start getting more constructive on the offshore recovery theme. But can long-cycle deepwater returns ever compete with short-cycle Permian returns again? An expert weighs in for our first …

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Train Wreck In Monahans Overnight Wednesday Is Tightening Things In The Permian Even Further

A Monahans train wreck overnight on Wednesday could impact Permian completions. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles …

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Pioneer The Permian Pure Play: 2018 Capex Will Be 10% Above Adjusted 2017 Spending

We break down Pioneer’s Permian news from yesterday evening. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories …

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