Our team’s week in the Permian Basin is flying by, and our notepad is filling up with boots-on-the-ground research takeaways. Here is our first round of observations from the world’s busiest oilfield… There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »As Oil Prices Run, These 8 Operators Face A Big Test Of Their New Year’s Resolution
Ironically, all the recent talk of restraint by tight oil operators is a contributing factor to the recent crude oil price rally. In turn, rising oil prices will put to the test this newfound US operator resolve to reign in the willy nilly spending of prior upcycles. With WTI an …
Read More »Is It Really Different This Time? [Chart Of The Day]
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 …
Read More »Anadarko Says Less Sand/Well Tests Positive In The Rockies – This Adds Fuel To The Fire Halliburton Started Yesterday
The discussion around plateauing (wait… make that falling) frac sand/well is heating up. What’s new and what we think about it 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 …
Read More »The Largest Gas Producer Endorses A Conservative Unconventional Movement In The Shale Gas Revolution [Follow The Leaders]
Infill Thinking’s Follow The Leaders series distills key unconventional E&P strategies into real-time, digestible updates. The goal? Uncover future business opportunities and risks. Today we take a look at a new value creation strategy outlined by the leader in natural gas. The meaning of value creation in shale gas has changed. There’s a lot …
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