Infill Thoughts

Unique angles you’ll only find here on important oilfield stories

The Reconstruction Of The Jackup Market [Guest Post]

Deepwater attracts most of the attention paid to offshore drilling, but shallow water rig demand has improved recently stirring up some hope that perhaps the jackup segment may offer better relative recovery prospects offshore. We asked Infill Thinking subscriber Liz Tysall (a Senior Rystad Energy Analyst who has been following …

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How Far Can Shale Grow On Run Flat Tires?

E&P transcripts we’ve seen from recent investor conferences have been pretty upbeat all things considered. Why? Oil prices are sub-$45 and under pressure. Well, shale has some tricks up its sleeve that allow it to keep going, and we break them down here. There’s a lot more to this story… …

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The Largest Gas Producer Endorses A Conservative Unconventional Movement In The Shale Gas Revolution [Follow The Leaders]

Infill Thinking’s Follow The Leaders series distills key unconventional E&P strategies into real-time, digestible updates. The goal? Uncover future business opportunities and risks. Today we take a look at a new value creation strategy outlined by the leader in natural gas. The meaning of value creation in shale gas has changed. There’s a lot …

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Permian Frac Sand Mine Scattershooting Part 2

Over the past several weeks, we have spoken with many industry contacts close to the Permian Basin frac sand mining scene. Our channel checks have revealed insights on geology, plant progress, challenges, tone shift, and contracting activity. In a two part series starting last week and concluding today, we are …

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