Infill Thoughts

When Phil Baxter recently asked me if I had looked into the big changes that were made in January to the FMSCA’s drug and alcohol policies (and the impact they could have on hauling capacity in the frac supply chain), I perked up and asked if he’d chime in on …

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…. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members …

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. Login to see the full update… To …

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… Login to see the full update… To read this update and receive our research newsletters, you must be a member. …

We take a look at some notable comings and goings. The frac talent pool continues to play musical chairs. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get …

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. Login to see the full update… To read this update and receive our research newsletters, you must be a member. …

“We are signing up operators that want to move away from outdated and unsafe………….”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…. Login to see the full update… To …

From the datapoint deluge this week, we’ve extracted these critical pieces of oilfield water market intelligence. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters …