Tag Archives: production

In early-2022, the magnitude of US crude oil production growth this year is a hot topic.   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 …

During 3Q21, a key shale trend stands out that gives increasing conviction in oil and nat gas price strength as well as oilfield service activity in 2022.   There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

As most Infill Thinking readers know, E&P operators often require their pressure pumpers to use multiple size grades on shale / tight oil wells. In fact, several grades are often used in the same stage. Is that about to change?   There’s a lot more to this story… Login to …

What happened: A Super Major Operator just cut their 5-year Permian volume growth forecast by up to 50% this week. Why it matters: This customer has the following fleet of rigs and frac crews working today:…. There’s a lot more to this story… Login to see the full update…  To …

We have reviewed a draft of the proration order and share it and something that jumps out at us 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 …

We checked in with a whole bunch of our oilfield service and E&P contacts this week. What we heard from them sure sounds like complete capitulation in the oilfield market. The bottom is coming into focus. Here’s what folks we talk to are saying… There’s a lot more to this …

The Texas Railroad Commission (and a whole bunch of oilfield folks) had a very busy Tuesday. The three Commissioners hosted a nearly 9-hour long virtual open hearing on Tuesday, taking petitions for and against prorating Texas oil production. 20,000 viewers tuned in to watch the webcast. A whopping 53 industry …

The shuttering of “out-of-basin” capacity is key to a return to health in the oversupplied frac sand segment. Over the weekend, we saw a datapoint that suggests that this is happening quickly now, and not just at NWS mines…. There’s a lot more to this story… Login to see the …

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. …

Reacting to the crude price blood bath on their screens, dozens of Wall Street research shops are blasting bearish notes to institutional investor clients as we write. There is a common thread in every one of these notes that we’ve seen. Wall Street analysts blame relentless US tight oil producers …