Insight
Permian primary research: Midland meeting takeaways
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
In late September, we travelled to West Texas to sit down with some of the Permian’s most active producers, drillers, explorers and acquirers. What did we learn? Tight oil producers expect regional oilfield service (OFS) cost inflation to rise again next year, but only by mid-single digits compared to 2022. Logistical solutions to this year’s intense supply chain bottlenecks are at the door. That’ll allow liquids production to grow but favorable gas economics play a limited role in that decision. Overall, there is a sense of optimism in Midland right now, despite broader energy markets pulling back from 2022's summer highs. Importantly, producers are confident they can showcase stability in their businesses in the future.
Table of contents
- Executive summary
- 1. Volumes and capex
- 2. OFS specifics
- 3. Operational adjustments
- 4. Gas market considerations
- 5. M&A
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Asset Report
Permian Midland Wolfcamp Key Play
Detailed analysis of Midland Wolfcamp sub-play level well design, performance, costs and efficiencies
$22,800
Asset Report
Permian Delaware Wolfcamp Key Play
The report contains an in-depth analysis of the productivity, economics, and subsurface quality of the Delaware Wolfcamp play.
$22,800
Asset Report
Permian Bone Spring Key Play
Our Delaware Bone Spring key play report provides a detailed analysis of the active operators, production, and economics of the play.
$22,800
