Tag Archives: plans

This week, we share thoughts on what the big guys are doing in shale this year… 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, …

Exxon is disclosing something today that could have folks in the frac supply chain buzzing for weeks. 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 …

What’s Exxon going to divulge about their Permian development strategy post-Pioneer next week? We share things we are tuning in for in this post 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 must be …

What’s Exxon going to do with their sand strategy? The discussion continues 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 must be a member. If you are new to Infill Thinking, or your membership …

What’s Exxon going to do with their sand strategy? We continue the discussion from last week 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 must be a member. If you are new to Infill …

What’s Exxon going to do with their sand strategy? We discuss 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 must be a member. If you are new to Infill Thinking, or your membership has …

Exxon held their annual analyst day in early-March and released a 75-slide IR deck for the event. After wading through the first twenty slides on “new energy” (hydrogen, carbon capture, solar, wind, climate change etc.), we did find some slides that shed new light on the oil major’s plans for …