Talk amongst our Haynesville friends about Louisiana fracs picking up a little steam over the past several weeks inspired this week’s rig count update. 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 »In Other News… Water Midstream Deals, 2021 E&P Capex Anxiety, Last Mile Contests & A Big Win? Hat Tip To One Of Our Own, & More…
In addition to the in-depth updates published during another interesting week in the frac life, these quick hits also crossed our desk and are worthy of a mention… 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 »Bankruptcy Bulletin – Summary Of Notable Developments In New And Old Cases In The Oilpatch…
In this update, we start with the new bankruptcies of the week before covering notable developments in several ongoing cases in the frac sand space. 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 »Bankruptcy In July Won’t Stop A Pumper From Rolling Out A New Frac Fleet By December…
Some things never change, and the persistent propensity to overbuild in the frac industry at large will outlive this Chapter 11 era. Twice last week… 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 »Visualizing Lower 48 Drilling Footprint Evolution
In this week’s rig count update, we thought we’d put the spotlight on geo-region shifts in drilling activity as the rig count has undergone a massive compression since year-end 2018. How has the market share of various basins fared during the rig count carnage? There’s a lot more to this …
Read More »Buyer Behavior Cliff Notes As Devon & WPX Become One Frac Customer
The Devon / WPX deal continues the theme of Lower 48 E&P consolidation and creates the fourth largest unconventional oil producer in the US (only behind Oxy, Conoco and EOG). In the sections below, we provide some customer behavior context for the Devon / WPX merger – viewing the big …
Read More »The Re-bundling Revolution [Friday Guest Post]
We are honored to carry this very important post from a supply chain strategist at one of the top three pressure pumpers in the US on a potential change in the oilfield marketplace – rebundling in the frac supply chain… There’s a lot more to this story… Login to see …
Read More »Something Notable On The Mobile-Mini Plant Front
Prior to the March 2020 oilfield crash, the in-field frac sand mining trend was poised for take-off, but the downturn obviously derailed this. Now this week…. 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 »Hunch Confirmed… NOV SandBank Bound For Vaca Muerta
On September 16, Infill Thinking covered the deployment of an NOV SandBank system, writing that the system could be headed to Argentina’s Vaca Muerta Shale. At the time, the destination had not been publicized by the players involved and the origin was an Eagle Ford yard. Now about a week …
Read More »A Half Dozen Frac People On The Move
Individuals are often overlooked in this asset-intensive sector, but talent shifts can have big implications for value creation, oilfield trends, sales and competitive dynamics. People on the move also have implications for how business is conducted across the frac value chain. Here are some moves that matter… There’s a lot …
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Infill Thinking Lifting the O&G knowledge curve