An activist investor continues to trade punches with a big Delaware Basin land bank. The proxy battle has big oilfield water and land management implications. Here is analysis on the latest developments in this proxy battle over a vacant trustee seat as the vote looms large… There’s a lot more …
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Interesting MicroProppant Datapoint: Increased Interest In “Blended Hundred Mesh”?
Ultra-fine proppant has been in and out of the news for the past several years without a real inflection in traction in completion design. Will that fact pattern change in the future? We discuss the microproppant outlook and a new datapoint in the story here. There’s a lot more to …
Read More »10 Frac People On The Move
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 …
Read More »Checking In On Permian Rig Efficiency. Yep… It’s Still Ugly…
In this update we shine a flashlight beam on one of the Permian Basin’s ugliest metrics relative to the rest of US shale. 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. …
Read More »Schlumberger’s Outlook For The US Completions Supply Chain [5 Things To Know In A 5-Minute Read]
In a five-minute read, here’s what completions supply chain pros need to know about Schlumberger’s market commentary Thursday morning… 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 BIG Change In The Rate Of Change For Union Pacific’s Frac Sand Business [Chart Of The Day]
Here’s what completions supply chain folks need to know about Union Pacific’s market commentary Thursday morning… 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, …
Read More »Here’s The SCOOP On Year-To-Date STACK Rig Count Slippage
Our regular weekly rig count update this week shines the spotlight on the SCOOP/STACK rig count. 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, …
Read More »8 Takeaways From SPE’s Permian Symposium
Infill Thinking was honored to participate and attend the SPE’s Permian Symposium in Houston yesterday. Special thanks to all the events organizers and presenters – it was a great experience and we learned a ton. To all the Infill Thinking members we ran into, it was great seeing you in …
Read More »Infill Thinking Presented At The SPE Permian Symposium
The Infill Thinking team will be attending and speaking at the Permian Basin Symposium hosted by the SPE Gulf Coast Section this Thursday, April 11 in Houston. If you’ll be there, please say hi… we’d welcome the chance to shake your hand and chat oilfield trends. Infill Thinking founder Joseph …
Read More »DSL Action In Austin – Conservation Plan Leadership Passes The Torch [Exclusive]
Infill Thinking has learned some new details in the Permian Basin saga involving the Dunes Sagebrush Lizard (DSL). These details involve a key leadership change and the 2019 conservation plan. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
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Infill Thinking Lifting the O&G knowledge curve