The dust is settling on another big E&P M&A announcement in 2019, and this one has implications for related water and midstream deal processes as well as 2020 E&P capex spending in the Permian. There’s a lot more to this story… Login to see the full update… To read this …
Read More »
Rig count still matters and we frame thinking about the next couple releases in this update. 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, …
Read More »
In this update, we provide a round up of Wall Street frac sand demand projections for 2017 and 2018 and discuss how the forecasts have evolved dramatically over the past 4-6 weeks. We also discuss whether the leading edge estimates are even possible for the industry to deliver on. There’s …
Read More »
Infill Thinking Lifting the O&G knowledge curve
