Water issues continue to rise in importance and we discuss what’s new this week in the full piece… Meanwhile, we are looking forward to participating in the IN-PERSON 2nd Annual Oilfield Water Markets Conference this March 10-11 along side over 300 of the industry’s movers and shakers. There, we’ll hear …
Read More »Delaware vs. Midland – Here’s The Set Up Coming Into 2022
Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… 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 …
Read More »Crane County Geyser Is Sucking Up ALL The Vac Trucks
Big water kerfuffle out in West Texas, and this time it’s not earthquake related… 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 …
Read More »U.S. E&Ps Face An Uphill Battle In 2022 – Three Key Themes Could Put A Spoke In The Wheel
WTI is flirting with $85/bbl this morning. It’s a great time to be an E&P right? Not so fast my friend… 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 »Buyers Looking For Frac Sand Instead Of Sand Looking For Buyers -Texas Proppant Prices UP BIG
When frac sand pricing is on the move, Infill Thinking is your go to source… 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 …
Read More »2022 Shale Well Cost Inflation Expectations Are Too Low [Chart Of The Day]
What are we hearing about well costs moving higher? What’s the next shoe to drop? What were folks expecting vs. what’s coming down the pipe? We discuss… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Permian Trucking Shortage Improves 20-50%. Now A Big Freight Rate Reset Is Underway
What’s new in the trucking pain point for the frac supply chain this week? We discuss… 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 »Everybody Is Talking Up 2022 – First The Pumpers, Then The E&Ps, Now The Drillers… Who’s Next?
Rig count and frac count were exceptionally resilient through year end, with little to no holiday slowdown apparent in our market research (“little” meaning a slowdown in completions rate, not crews standing down off pads). There’s a lot more to this story… Login to see the full update… To read …
Read More »15 Stephen King Novel-Equivalent Hit With Our 500th Edition Milestone. Thank You For Your Readership!
Later today, we will ship out the 500th edition of Infill Thinking’s twice-weekly newsletter. It contains our 1,750th research post penned over the past 5.25 years. Research-Equivalent Of 15 Stephen King Novels Today’s latest edition takes our published word count on the website up to approximately three million words worth of …
Read More »Trucking Crunch Update Plus New CNG Trucks Roll Out In Frac Sand Land
Trucking talking points from a painfully strained week in the frac supply chain… 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 »
Infill Thinking Lifting the O&G knowledge curve