Last week, we reported on the chaotic Permian sand situation lately (read about that here and here). With all the attention being paid to the West Texas sand market, we’d be remiss not to comment on the Eagle Ford as well, where…. There’s a lot more to this story… Login to …
Read More »E&P Oil Price Assumptions Give Some Comfort As Volatility Spikes During 2022 Budget Planning Season [Chart Of The Day]
Our well-attended industry marketplace survey continues to yield insight about the year-ahead outlook… 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 »2022 Outlook Survey Results Are In! [Charts & Commentary]
We are excited today to share the results of our well-attended industry marketplace survey about the year-ahead outlook… 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 …
Read More »New Year Could Bring Bigger Headaches For Permian Sand Buyers…
Thinking ahead about frac sand sourcing in 2022 for the Permian Basin. 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 »Permian Sand Problems Are Piling Up Before The New Year
Frac sand situation report for the Permian Basin. 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 expired, please email us …
Read More »How Shale Insiders Are Dealing With 2022 Cost Inflation – Real Life Mitigation Strategies
Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s how the real oilfield capital allocators are actually dealing with oilfield inflation expectations for 2022. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Overwhelming Concern Around Two Key Painpoints For 2022 Shale [Exclusive Voice Of The Industry Update]
Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about the market they work in now… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »More Local Nameplate Capacity For The Permian Next Year
We have identified plans to bring online a new large-scale, permanent Permian frac sand plant – the first in quite some time… 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 »Pipe Problems: Here’s The Latest On Casing Constraints / Pricing From The OCTG Expert [Friday Guest Post]
Access to OCTG has become a critical concern in today’s oilfield and an operator said in our recent industry survey that they “might actually drop rigs due to casing shortage.” When OCTG issues or concerns come up, we know just who to call to get answers… In this update, see …
Read More »Sunny Frac Sand Demand Forecast For The Permian [Chart Of The Day]
This week, our colleagues at Lium research released their comprehensive quarterly shale data packet. For Infill Thinking readers, the latest Permian frac sand demand trends estimated in that update will probably be of interest… so here’s a chart and some key takeaways. There’s a lot more to this story… Login …
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