Tag Archives: stack

We did some math on the record breaking well announced by the STACK leader this week. 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, …

The unrivaled STACK E&P leader (and major Delaware player) said this Wednesday that they have contracted all of their 2018 frac sand requirements. This is newsworthy in and of itself, but more noteworthy is the geographical sourcing. We provide details and think through the market implications here. There’s a lot …

Record setting STACK well results announced by Devon on Tuesday morning bode well for what the operator has planned next – a transition to full field, multi-zone manufacturing starting at a nearby location. We share our cliff notes on Devon’s pivotal Showboat project, which spuds imminently. There’s a lot more …

The US onshore rig count increased another 19  rigs to 689 running last week. All of this activity coming back means rigs are being moved out of the yards and into the field. This creates a veritable boom for rig movers. We uncovered some proprietary market intelligence on rig moves …