Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count or fleet count, tracking …
Read More »Infill Thinking’s Top Fifteen 2Q21 Updates
With 2Q21 in the books, we are pausing to look back at the most read Infill Thinking research updates of the quarter. The activity recovery continued, but… 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 »Notes From The Road – 13 Permian Field Trip Datapoints + A Fridge Status Update!
It felt great to be back in the Permian Basin this week. Special thanks to all of you who took some time to meet with us, take us out in the field to show us your operations, and attend our Member Meetup. We are humbled by just how incredibly smart …
Read More »Private E&Ps ‘Bringing It’ As Publics Stay Disciplined [Charts & First Hand Observations]
On the road in the Permian this week, we made first hand observations that confirm what our data has been suggesting since the oilfield began to recover from the pandemic downturn. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Constraints & Limiting Factors In Simulfrac Adoption [Simulfrac Series]
Most of our simulfrac series to date (6 installments listed below) have focused on operations and market ripple effects. But there are constraints to consider as well…. More In This Series SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps Vanishing Idle Time In Fracs – Breaking Down …
Read More »A Study In Discipline [Operator Spotlight]
Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count or fleet count, tracking …
Read More »Rig Count Takes A Rare Breather On Its Long Hike Upwards
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 »RIP To The 400 Frac Fleets Replaced By Frac Efficiency [Chart Of The Day]
A staggering look at frac efficiency gains leveraging Lium Research 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 a member. If you are new to Infill Thinking, or your membership has expired, …
Read More »OCTG 2H21: Much Ado About ‘Something’ [Friday Guest Post]
The OCTG market has a lot of crosscurrents swirling right now. And we know just the right expert to shed light on the key trends… 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 »Large Last Mile Solution Provider Begins CNG Pilot Project; Rolls Out New Dust Suppression System
This week, we had a chance to catch up with one of the largest frac sand storage/hauling solution providers in Texas. We learned that… 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 …
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