Tag Archives: oilfield service

Permian acreage values are changing rapidly, frustrating those who want in and providing a windfall to incumbent operators. What some are calling an acreage valuation bubble in the Permian may be just the tip of an inflation iceberg in the play. A tsunami of capital targeting deals in the region …

The biggest regional contributor to the US Shale Revolt will be the Permian Basin. The Permian is the only unconventional oil play where production has not fallen in the downturn. In fact, Permian production today is up 13% since that fateful OPEC meeting two years ago. Following it’s conventional production …

It’s been a busy 24 hours. Since Wednesday morning, a dozen upstream management teams have provided business outlooks via quarterly conference calls. While drinking from this information firehose, we’ve been logging the highlights. In this post, we dissect the eight most interesting things we took away for the oilfield business at …

The Barclays investor conference held in New York the week of Labor Day marks the start of the year-end news rush. A hot item at Barclays was a basic truth about the oil market: failing to offset natural declines will push oil prices higher every time. Today’s capex starvation is setting up tomorrow’s feast. There’s …