By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next”. 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 »Who’s Next? “Big 4” Frac Consolidation Puts Roll-up Pressure On Smaller Pressure Pumpers
Will industry consolidation stop with the NEX/PTEN merger? That seems unlikely to us… 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 …
Read More »Merger Thursday – NexTier / Patterson-UTI Wasn’t The Only Frac M&A Headline Today…
NEX/PTEN merger wasn’t the only M&A deal making ripples in frac today…. 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 …
Read More »Key Takeaways As NexTier / Patterson-UTI Combination Is Now Official
Thinking about market implications of the NEX/PTEN merger…. 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 »Rig Count Roundup – How The Basins Are Faring On A Relative Basis In 2023
What are we seeing in drilling trends? We discuss… 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 »Why Stop With Just One? Refracs Still A Marginal Trend But Are Commanding More Attention Especially In The Eagle Ford…
We’ve recently had a few inbound questions from Infill Thinking members about refracs. This is something that has always hung around in the background of the completions business – gets some buzz occasionally, but remains a relatively small (dare we say immaterial) part of the overall completions space. In this …
Read More »Thoughts On Rumored NexTier / Universal Combination + A Post-Deal Market Share Chart
In an Infill Thinking data update, we take a look at what’s left in the tank for 2023… 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 »Mobile Proppant Coating On-The-Fly May Be Coming To A Well-site Near You
In an Infill Thinking exclusive, we caught up with the team behind an interesting new wellsite innovation in the frac supply chain. 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 »Mind The Gap – Thinking Ahead About 2023 E&P Program Cadence [Chart Of The Day]
In an Infill Thinking data update, we take a look at what’s left in the tank for 2023… 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 Some Exxon Frac Ingredients As Folks Wonder How They Might Mix It Up
What’s Exxon going to do with their sand strategy? We continue the discussion from last week 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 …
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Infill Thinking Lifting the O&G knowledge curve