Tag Archives: exxon

Exxon’s proppant disclosures this week were fascinating but left us hungry to learn more… 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 …

More analysis of Exxon’s proppant commentary 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, or your membership has expired, please email us …

Exxon is disclosing something today that could have folks in the frac supply chain buzzing for weeks. 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 …

What’s Exxon going to divulge about their Permian development strategy post-Pioneer next week? We share things we are tuning in for in this post 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 …

What’s Exxon going to do with their sand strategy? The discussion continues 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 new to Infill Thinking, or your membership …

What’s Exxon going to do with their sand strategy? We continue the discussion from last week 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 new to Infill …

What’s Exxon going to do with their sand strategy? We discuss 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 new to Infill Thinking, or your membership has …

Exxon held their annual analyst day in early-March and released a 75-slide IR deck for the event. After wading through the first twenty slides on “new energy” (hydrogen, carbon capture, solar, wind, climate change etc.), we did find some slides that shed new light on the oil major’s plans for …

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 …

Within minutes of the transcript of the Exxon analyst day being released, we shared this summary of what’s new in the company’s Permian Basin Drilling & Completion outlook…. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …