On March 7, National Public Radio addressed the Permian Basin’s explosive growth in a broadcast airing across 900 US radio stations. Infill Thinking founder Joseph Triepke spoke with NPR for the piece, sharing industry insider perspective on West Texas drilling and frac’ing. While we gave a nod to the recovery, we …
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Rigs & Coffee Is In The Books. Thanks For Stopping By, We’ll Be Doing This Again Soon
On Tuesday morning, we extended an open invitation to all Infill Thinking readers: come by the Starbucks on Post Oak near the Galleria in Houston and have a coffee on Infill Thinking’s tab. We were on location writing the next big Infill Thinking story and enjoyed meeting with a great group of …
Read More »Rigs And Coffee. Come Meet The Author In Houston Next Tuesday
If you are subscribing, we are buying… your Starbucks drink of choice! We will be available to meet with readers and talk oilfield trends over coffee next Tuesday in Houston. Here are the details: When: Tuesday, February 28 from 7am to 10am Where: Houston Galleria area Starbucks located at Post Oak and …
Read More »Shale Executive Sentiment Index Proved Prophetic
Late-last year, we introduced our Shale Executive Sentiment Index to try and gauge how management teams from drilling to service to E&P were thinking about growth in 2017. We were able to measure sentiment by quantifying the frequency of references to growth as shale executives spoke to investors. At the time …
Read More »The Who’s Who Of Oilfield Service Product Lines
Last week, we came across a great rundown of oilfield leaders in specific product service lines prepared by EnergyPoint Research. For those new to oilfield services, this list is a great way to get up to speed on who does what. For those that have been around the business for …
Read More »Patterson-UTI Drops The Good News We’ve Been Waiting To Hear
One month ago, we wrote in an update to Infill Thinking subscribers that Patterson-UTI was likely to pre-announce better than expected results for 4Q16. Late Monday afternoon, the company did exactly that. Patterson-UTI said in a pre-announcement that its sales during the past quarter were 7% higher than analysts have …
Read More »The O&G Job Creation Engine Is Firing Again
In the US, the O&G industry has begun to hire staff again for the first time in two years. We snapped this encouraging photo in front of a Halliburton completions yard while touring the Permian Basin in early-December. Source: InfillThinking.com Given what we know about the ongoing recovery and a …
Read More »Joy To The Oil & Gas World
This holiday season is the most jolly in years for the oil and gas business. It finally feels like the tide is turning on many fronts. One Year Ago, We Predicted Everything Would Bottom In 2016 Exactly one year ago, we wrote the following outlook for another shop: As realists, we have …
Read More »Great Minds Think Alike – The Story Behind The Infill Thinking Logo
Although not everyone is happy about it, we think Chesapeake’s new logo looks pretty good. Actually, really good. As reported by The Oklahoman last week, the company is rolling out a re-brand starting in January 2017, reflecting their evolution from ambitious young natural gas company (remember the blue flame in the …
Read More »On OPEC Day, US Operators Focused On Making Better Wells Instead
While the rest of the world focused on OPEC on November 30, US operators were focused on making their tight oil wells more effective with cutting edge innovation. We spent OPEC day in Houston with 35 senior US completions executives at the Darcy Completions Forum, squarely focused on emerging technologies …
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