Tag Archives: tight oil

Looking at today’s depressed stock prices for tight oil operators and declining E&P activity trends, you’d never guess that this is actually a relatively wonderful time to be an E&P operator actively developing US tight oil resources. There’s a lot more to this story… Login to see the full update…  …

In addition to the in-depth updates published over the past week, these 11 “quick hit” datapoints also crossed our desk and are worthy of a mention… 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 …

We estimate fracing the arid Permian Basin in 2019 requires X times as much pre-frac water as the next busiest US unconventional basin. Here’s a visual and analysis… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

We take a look at the drivers and stats on 2018’s banner year in the US onshore oil business. 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 …

If you came for Mark’s quote, it’s further down along with other recent operator remarks on frac hits and parent-child well production impacts. First, a brief word on the industry’s general tone on parent-child wells and what it means for oilfield service companies after digesting a large batch of recent …

We devote a lot of bandwith to the most pressing concerns facing tight oil development here at Infill Thinking. In the long-run, other constraints rise on the horizon. These are the big picture sustainability sort of questions for tight oil development. In this post, we list these big picture issues …

Experienced E&P strategist Paul Sparks has been thinking about the future of what today is a highly fragmented E&P industry. As the US unconventional business matures, will it always be run by 50+ public Independents and hundreds of smaller privates? Or is mass consolidation the future? History and some of …

We believe the recent surge of returns-focus rhetoric from E&Ps is having a considerable impact on consensus expectations for US shale E&P spending. This was evident in our recent survey, where participants expressed a bullish view on y/y oil price trends yet waxed conservative on the spending outlook. In this …

Helmerich & Payne closed out C3Q17 earnings season for the land drillers late-last week. Here are the three statements that we found most interesting… 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 …

Record setting STACK well results announced by Devon on Tuesday morning bode well for what the operator has planned next – a transition to full field, multi-zone manufacturing starting at a nearby location. We share our cliff notes on Devon’s pivotal Showboat project, which spuds imminently. There’s a lot more …