Tag Archives: upstream

Ascent Resources has long been a coveted unclaimed prize in Appalachia — so why can’t anyone close the deal, and who (if anyone) finally will? 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 …

We are participating in two upcoming oilfield industry events that we think many Infill Thinking members would benefit from attending. Each will give us a chance to get a read on how various segments of the US O&G industry is responding to the sudden increase in oil prices. In this …

Forget the old boom-and-bust oil game… in 2026 the Public E&Ps aren’t chasing barrels (yet), they’re printing cash. 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 …

Context on what the latest E&P megadeal could mean for OFS… 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, …

This week, we updated our WARN notice chart, tracking oilfield mass layoff activity back to 2011. We noticed that… 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 …

This chart is gut wrenching, and we haven’t even gotten into May and June yet, which could be even worse. Our hearts ache with the impacted oilfield workers (and their families) that make all the stuff we love to write about happen. There’s a lot more to this story… Login …

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 …

We live blogged our key takeaways from a critical TX RRC report release via webinar on Tuesday afternoon February 19, 2020… 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 …

Last week we noted that Harvey left us with more upstream questions than answers… questions we expected to begin to get answered this week at the Barclays CEO Energy-Power Conference in New York. On Tuesday afternoon, the first public O&G event since the storm commenced and most companies provided hurricane business …