Chatter about potential deals is heating up in two of shale’s critical path functions… 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, or your …
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Crisis Averted. Here’s What A Rail Strike Would Have Meant For Frac
On Thursday morning, news headlines suggest that a potential rail worker strike on Friday was averted at the last minute by negotiators. If the strike had happened, what would that have meant for frac sand? We discuss… There’s a lot more to this story… Login to see the full update… …
Read More »Thoughts On The Frac Replacement Cycle & Frac Pump Fuel Types [Guest Post]
Every once in a while, we pass our keyboard to an Infill Thinking member to weigh in from their field. We hope you enjoy reading these hand-picked contributions as much as we do. There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Cash Is King
It’s much easier to spend growth capital when each well drilled and completed is a smaller and smaller percentage of your cash on hand! So how’s that looking for the various oilfield participants? There’s a lot more to this story… Login to see the full update… To read this update …
Read More »3 Questions People Are Asking After This Week’s New Frac Spread Orders
Although the mainstream press will focus on the orders, there’s something unique about them that could have big implications in the sector… 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 …
Read More »E&P D&C Fleet Tracker
We have rounded up a series of operator-by-operator fleet data…. 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, or your membership has expired, please …
Read More »A Dozen Frac Supply Chain Quick Hits
We are picking up some interesting chatter in the frac supply chain… 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, or your membership has …
Read More »Shale E&P Deal Count Is Spiking In 2022 [Charts Of The Day]
Investment bankers have been BUSY making deals happen in E&P during 2022. Here’s a data driven update on the situation… 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 …
Read More »More Rig Adds Coming – Public E&Ps Finding Creative Ways To Lift 2H22 Drilling Programs
What to expect in northeast rig count going forward? We discuss… 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, or your membership has expired, …
Read More »Northeastern Shale Water Management Takeaways
Two weeks ago, our team participated in a productive and well attended Marcellus Water Shale Business Update conference hosted by Oilfield Water Connection. We had the opportunity to moderate the panel on “Midstream of Water” which was comprised of senior speakers from EQT, Equitrans, and Gemini Shale Solutions. The event …
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