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 …
Read More »A Look At Some Exxon Frac Ingredients As Folks Wonder How They Might Mix It Up
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 …
Read More »Is Exxon About To Shake Up Their Permian Proppant Strategy?
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 …
Read More »A Super Major Would Still Add Permian Rigs & Frac Crews Over The Next Couple Years At $60 Oil
We digest big plans from a big E&P pertaining to the Permian into a digestible summary… 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 »Exxon’s Latest Thinking On Permian Basin Development
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 …
Read More »