Halliburton’s conference call this week echoed research presented in Infill Thinking’s recent stream on completions trends around pricing, materials and logistics… 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 …
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2nd Biggest One-Week Rig Pop Post-Covid
What to expect in rig count and DUCs 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 …
Read More »More Damp Sand In Permian As Producers Work With What They’ve Got
In a separate report this morning, we wrote about the conservative approach that local sand producers in the Permian are taking in response to strong market signals. In that report we mentioned two key trends in the supply base and here we discuss an example of both… There’s a lot …
Read More »3 Boxes. 1 Trailer. 5 Miles.
An innovation in last mile logistics for frac sand comes to light this week… 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 …
Read More »Gas Plays, Eagle Ford, and DJ Basins Are The 1Q22 Drilling Standouts [Chart Of The Day]
What’s the Baker Hughes rig count missing during 1Q22? Oh, and the top basins by rig count… 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 …
Read More »Quarter In Review: Infill Thinking’s Top 10 1Q22 Updates
By The Stats – Membership Resources Provided During 1Q22 In the 90 days ending March 31, 2022, the Infill Thinking research team: published 76 independent research updates, emailed 24 original Infill Thoughts newsletters to active members, regularly updated Lium Database Downloads for data clients, moderated a frac sand panel discussion …
Read More »The State Of Sand In The Haynesville Shale – Demand, Pricing, & Supply Updates
We are planning a Haynesville completions supply chain field trip. Ahead of that, we provide an update on market conditions and new mines in the basin in this report. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Roll Up Your Sleeves – Plug & Perf Alternatives Deserve Another Look As SimulFracs Evolve [SimulFrac Series]
There’s some new buzz building in simulfrac world… 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 email us …
Read More »Shale Gas Rig Count Is Nearly Back To Pre-Covid Highs. Oil Is Not. [Chart Of The Day]
With contacts in the Haynesville telling us how busy they’ve been, we take a look at gas v oil drilling trends in this update… 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 …
Read More »A More Effective Rebundling Catalyst Than Pressure Pumper Marketing? Unbundling Can Increase “Bungling” Risks In This Sand Market
Unbundling works until it doesn’t. And some E&Ps are finding that it doesn’t right now… 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, …
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