If you can’t beat ’em join ’em? 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 to …
Read More »Good News And Bad News For Permian Sand Buyers… [Charts Of The Day]
A data exercise we ran with our expanded research team at Lium this week reveals both good and bad news for Permian sand customers…. 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 …
Read More »Mapping Recent Federal Land Drilling Permits By E&P
In this map, we have plotted Federal Land permitting data by operator, showing Infill Thinking members specifically where which operators intend to drill on Federal Land and providing a sense of critical mass in these areas for each operator. There’s a lot more to this story… Login to see the …
Read More »Who Is Frac’ing Federal Land?
Biden hits the pause button on new Federal land hydrocarbon exploitation. Now what? We’ve got a dose of data-driven context here… 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 …
Read More »Making Pneumatics Great Again? New Last Mile Equipment Demos In Texas… [exclusive]
Infill Thinking exclusive on new wellsite storage solution developments… 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 …
Read More »Sandemic Update Almost One Week In
An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: 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 …
Read More »ESG Fleet Chatter From The Public Company Realm As Pressure Pumping Stratification Gains Steam
To accompany this chart of the day update, which quantifies the frac fleet by power type across the US basins, we have rounded up additional datapoints… 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 …
Read More »More Rigs Coming… January 2021 Is The Strongest Permian Well Permitting Month Since Covid Started
We chart and analyze a sign the industry is getting back to work here… 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 »Modeling The US Frac Fleet By Power Source [Chart Of The Day]
In partnership with our affiliate Lium, we’ve recently begun to actively model frac spreads by power type across the Lower 48…. 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 …
Read More »Last Mile Still A Hot Mess
Frac customers continue to struggle with trucking. As sand supply now becomes a challenge too, the last mile problems are compounded. Here is the latest from our last mile channel checks. There’s a lot more to this story… Login to see the full update… To read this update and receive …
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Infill Thinking Lifting the O&G knowledge curve