Tag Archives: tight oil

As last week wore on, we had hoped it would get better. It did not. We had also hoped that our initial concern expressed on Tuesday was overstated when we wrote then that the swiftest shale pullback in history could be imminent. It was not. As the week wore on, …

Looking at today’s depressed stock prices for tight oil operators and declining E&P activity trends, you’d never guess that this is actually a relatively wonderful time to be an E&P operator actively developing US tight oil resources. There’s a lot more to this story… Login to see the full update…  …

In addition to the in-depth updates published over the past week, these 11 “quick hit” datapoints also crossed our desk and are worthy of a mention… 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 …

We estimate fracing the arid Permian Basin in 2019 requires X times as much pre-frac water as the next busiest US unconventional basin. Here’s a visual and analysis… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

We take a look at the drivers and stats on 2018’s banner year in the US onshore oil business. 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 …

If you came for Mark’s quote, it’s further down along with other recent operator remarks on frac hits and parent-child well production impacts. First, a brief word on the industry’s general tone on parent-child wells and what it means for oilfield service companies after digesting a large batch of recent …

We devote a lot of bandwith to the most pressing concerns facing tight oil development here at Infill Thinking. In the long-run, other constraints rise on the horizon. These are the big picture sustainability sort of questions for tight oil development. In this post, we list these big picture issues …

Experienced E&P strategist Paul Sparks has been thinking about the future of what today is a highly fragmented E&P industry. As the US unconventional business matures, will it always be run by 50+ public Independents and hundreds of smaller privates? Or is mass consolidation the future? History and some of …

We believe the recent surge of returns-focus rhetoric from E&Ps is having a considerable impact on consensus expectations for US shale E&P spending. This was evident in our recent survey, where participants expressed a bullish view on y/y oil price trends yet waxed conservative on the spending outlook. In this …

Helmerich & Payne closed out C3Q17 earnings season for the land drillers late-last week. Here are the three statements that we found most interesting… 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 …