Analysis of the breaking Pioneer news to divest their frac horsepower into the hands of a third-party with a long-term agreement to use the equipment here. This is a big one folks. There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »Is This The Biggest Frac Sand Contract Of All Time?
Quick thoughts on the breaking news Tuesday afternoon that a leading E&P has taken a stake in an in-basin frac sand plant. 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 »Pioneer The Permian Pure Play: 2018 Capex Will Be 10% Above Adjusted 2017 Spending
We break down Pioneer’s Permian news from yesterday evening. 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 …
Read More »Reading The 2018 US E&P Capex Tea Leaves As Operators “Apologize” For Growing
This week, E&P management teams talked with investors about the big picture framework and mindset this budget season. We recap the key takeaways from the key players and review the overarching themes of 2018 budget season and what this means for oilfield service contractors. There’s a lot more to this …
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