Latest Thoughts

Frac Supply Chain Takeaways From Meetings In Fort Worth

We welcomed about 40 Infill Thinking subscribers for coffee, knowledge sharing, and networking on Wednesday in Fort Worth. This was the 16th reader appreciation event we’ve hosted in the past 2.5 years. Thanks to our highly engaged members, these events keep getting bigger and better. We also met with various …

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90 Days Later… NGL Is Digesting Mesquite

We provide an update on a northern Delaware Basin water behemoth, which was created through M&A this May. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive …

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Fort Worth Member Meet-Up Is In The Books

Calling all DFW-area Infill Thinking members: we’d like to buy you a mid-morning coffee, shake your hand and chat oilfield trends with you. We look forward to networking with Infill Thinking members over coffee in Downtown Fort Worth in mid-August (this event is included with your membership). Login to see …

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Thinking Through The 2H19 E&P Spending Setup [Chart Of The Day]

After updating our company-by-company E&P capex model this week, we’ve concluded that… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

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Why Shale E&P Is Going Green – Interesting Factoids About Cost Savings In Water, E-Frac & Solar Initiatives

We highlight the most important sustainability developments disclosed by operators, including several “firsts” for the industry. For many years, EOG has been the industry leader in completion design, technology and reservoir exploitation. Now they are leading the charge on a new front for operators as well: “going green….” Login to …

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Just Add Water… And You Get 3 M&A Deals In 12 Hours

The larger two deals of the three involve E&P operators handing off a portion of their water management operations to third-party midstream companies. This is a critically important sub-theme in water M&A, which we’ve addressed in many updates this year. Check out more analysis of each deal in this update, …

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3 Interesting Wrinkles In Halliburton’s US Onshore Outlook

3 wrinkles in Halliburton’s earnings call commentary yesterday went underappreciated in the myriad of conference call coverage available elsewhere… Here’s three notable nuances that caught our attention. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

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Zooming In On The Unyielding 2019 Rig Count Slide

US land drilling has slide downward all year. While that’s likely no surprise to readers of this publication, it may be a bit surprising to some to see the unyielding slide shown in this zoomed-in look at the 2019 weekly progression in drilling activity. Login to see the full update… To …

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The Only Rig Count Constant Is Change…

With 2Q19 in the books, here’s how horizontal drilling trends stacked up during the quarter across the major unconventional basins. Overall the US unconventional rig count was down X% during 2Q19… Login to see the full update… To read this update and receive our research newsletters, you must be a …

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Bankruptcy In Frac Sand

Restructuring continues in the frac sand industry, claiming another sand producer this week. Per the bankruptcy filing, the company owes total debts of… Details in the full report. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

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The Top Ten Infill Thinking Updates Of 2Q19 In Sand & Water

During 2Q19, the Infill Thinking research team: published 106 written research updates emailed 24 Infill Thoughts newsletters to active members issued 15 data releases to Think Sheets® members co-hosted the industry’s first Oilfield Water Finance conference and spoke at the SPE Permian Symposium, both in Houston conducted site visits and …

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