In January, Infill Thinking wrote that simul fracs would be the dominant disruptive theme in 2021 (read more). During 4Q20 earnings season, evidence is building in support of the trend’s big impact… There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »US Onshore Drilling Summary – Week Of 2/19/21
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 »Big Hurdle For The Frac Restart: Natural Gas Deliveries & Sand Supply Friction
Multiple local frac sand industry contacts in both South and West Texas have shared with us that sand production is not only affected by the cold temps but also by natural gas service interruption. As a result… There’s a lot more to this story… Login to see the full update… …
Read More »Through Chattering Teeth, Oilfield CEOs Describe February Frac Freeze Impacts
Adverse operational impacts from weather are surfacing in this week’s oilfield earnings calls. Here’s a roundup of some of what we’ve heard 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 »Snovid 2021 – Most Southwestern Frac Activity Still Offline, In For A Rough Restart
An update on the frozen and mostly shutdown southwestern oilfield. 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 …
Read More »Sand Icicles & Frozen Hoses – Texas Frac Not Thawing Out Yet… [Photos From The Field]
Sometimes a picture is worth a thousand words, and here are several that Infill Thinking members shared… 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 …
Read More »Two Truths About Energy Transition Are Self Evident In The Texas Energy Emergency
The Texas energy emergency is already being rashly politicized by both sides of the aisle. It’s too early, and more political vitriol in a divided country is the last thing we need. Instead, let’s focus on getting the lights on and then all take a moment to step back, question …
Read More »Quick Takes On Produced Water Impacts In The Wake Of The Freeze
Proactive steps and production curtailment are both helping to… 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 »All Quiet On The Southwestern Front – 70% Of US Frac Activity Is Dark In The Big Freeze
Our warning from last week about the weather played out and then some. Here’s the latest from the field 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 …
Read More »As Freezing Permian Pads Shut Down, The Frac Supply Chain Catches Its Breath
Channel checks reveal a material portion of the Permian frac market shutting down for the weekend in reaction to extreme weather. 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 …
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Infill Thinking Lifting the O&G knowledge curve