Infill Thoughts

On March 9, 2020, National Public Radio’s Marketplace show aired a segment across >800 US radio stations about the oil price fall-out’s impact on US oilfield activity. Their piece draws insights from our research update published for Infill Thinking subscribers earlier that day titled “On Black Monday, A Double Black …

Guest Contributor Introduction From Joseph Triepke: Today’s guest post has been three years in the making. Allow me to explain…. 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 …

In a separate update earlier this week, we quantified a new kind of flaring intensity index. Today we explore the qualitative side of this trend, distilling over 1,000 executive/investor conversations about flaring over the past decade and a half into this 5-minute-read summary. There’s a lot more to this story… …

EOG said recently that better pairing of origin and destination vs. 2019 will help them achieve targeted well cost savings. We wonder if this is simply better availability of local sand near their wells or possibly mobile mini plant adoption? Here is the key quote as well as other interesting …

Here’s what one energy CEO very candidly told investors in Vail this week about how he thinks the broader public and O&G industry is overreacting to fear surrounding the coronavirus… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

We take a look at some notable comings and goings. The frac talent pool continues to play musical chairs. 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 …

In this update we study a different kind of flaring intensity – the flaring conversation intensity. This is not a new issue, but the conversation is heating up and evolving. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

“We are signing up operators that want to move away from outdated and unsafe………….” That’s what one growing wellsite storage provider in the frac supply chain had to say about their wellsite storage solution displacing the competition on their conference call this week…. There’s a lot more to this story… …

From the datapoint deluge this week, we’ve extracted these critical pieces of oilfield water market intelligence. 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, …

In this week’s regular rig count update, we take a look at what a large rig contractor said about customer plans… 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 …