With damp sand usage increasing and operators exploring novel logistics / storage concepts (example), an emerging concern is rocks and debris getting in the product, finding their way into the blender, and then breaking or wearing out frac pumps. In this update, we sat down with a new team bringing …

Although the mainstream press will focus on the massive spot oil price month move (shock and awe of $130/bbl post Biden’s Russian oil embargo today), it’s important to keep in mind the context of the…. There’s a lot more to this story… Login to see the full update…  To read …

Halliburton’s conference call this morning lines up well with some of our recent research and presents a positive fundamental framework for OFS into next year (albeit with growth coming at a slower pace now)… There’s a lot more to this story… Login to see the full update…  To read this …

After some chatter about shale labor pressure easing a bit, we turned to the hard data for indications of workforce size and cost trends. 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 …

This week, Liberty talked quite a bit about.. As a general impression… 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 …

Chatter about potential deals is heating up… 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 …

A series of negatives for an E&P raises some red flags along the Permian’s oil production development path. 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 …

We isolated just the E&P responses in our recent 2023 oilfield outlook survey to focus on what the customer expects next 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 …

We are excited today to share the results of our well-attended industry marketplace survey about the year-ahead 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 …

As more results flood in from our 2023 survey, we are starting to see some key trends… 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 …