Tag Archives: permian

Environmental protection groups are seizing upon a lapse in a legal compromise (a lapse that Infill Thinking broke the news about five weeks ago) in their latest effort to apply pressure to the Feds to list the lizard as an endangered species. Punching above its weight, the little dunes sagebrush …

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… Login to see the full update…  To read this update and receive our research newsletters, you …

There’s always a risk of reading too much between the lines when analyzing executive comments. But the use of the word “first” to describe an in-basin mine in a recent investor presentation could have big implications. Does it foreshadow some in-basin capacity consolidation? There’s a lot more to this story… …

It seems odd to make the following statement right after a bullish OPEC meeting that sent WTI surging 5% higher on Friday: We believe that the Permian Basin rig count has very likely… There’s a lot more to this story… Login to see the full update…  To read this update …

One week ago, we got the first tangible datapoint on Permian takeaway capacity slowing down the world’s busiest oilfield. That datapoint came on the completions side as C&J slowed their frac spread deployment cadence. Today, we have the first tangible datapoint of an operator cutting back on the drilling side. …

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 …

In terms of the current unconventional drilling rig count, this formula works to within a rounding error. Although it’s probably not a huge surprise to most Infill Thinkers, it’s still some mind-blowing arithmetic: There’s a lot more to this story… Login to see the full update…  To read this update …

Following up on our plant-by-plant review of Permian Basin frac sand production last week, we’ve also updated our estimates for the play’s frac sand demand broken down by supply source. In this update, you’ll see the chart and a bullet point list of our latest thoughts as we look at …

A Monahans train wreck overnight on Wednesday could impact Permian completions. 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, …

In this update, we’ve canvassed the Permian in-basin frac sand mining scene to get a read on the timing of local sand availability. 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. …