This week, we are catching up on sand trends in south Texas and documenting what we have uncovered… 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 »Super Majors Need To Build More Permian DUCs In 2024
How are two of the biggest oil companies in the world thinking about shale development programs this year? 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 »A Look At Permian Seismicity Trends As Delaware Spike Causes More Aggressive Regulatory Response [Chart Of The Day]
Something to keep an eye on in the Permian this year… 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 »Update On Permian Sand Scramble – Situation Better But Still Not Normal
Field checks on seasonal sand struggles… 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 discuss …
Read More »In Other News… Midland Over Riyadh, Cudd Comeback & New Fleet, Cold Weather Scapegoat, & more…
Some big (and small) public companies have made announcements over the past few days that you should know about if you work in OFS, sand or other shale supply chain roles. Here’s a quick rundown of 8 key company disclosures: Midland Over Riyadh Today, Saudi Aramco press released a …
Read More »Infill Thinking 2024 Predictions For The U.S. Onshore Oilfield
Happy New Year 2024! Our 2023 predictions from a year ago didn’t do too badly (link), so here we go again peering into the crystal ball. Here are 10 predictions on what’s coming next in the oilfield marketplace… There’s a lot more to this story… Login to see the full …
Read More »Scrambling For Permian Sand
Field checks show seasonal struggles with… 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 discuss …
Read More »One Of The First Bright Spots In 2024 Lower 48 Oilfield Data [Chart Of The Day]
Data driven context for rig 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 has expired, please email us to discuss …
Read More »Liberty Looking For Growth After 1Q24
A key takeaway from Liberty’s earnings call this week was… 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 »Texas Frac Sand Mines Dealing With More Operations Hindrances This Week
Field checks show 1Q completions operations hit by another challenge this week in Texas. 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 …
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Infill Thinking Lifting the O&G knowledge curve