A powerful narrative shift is underway with big implications for U.S. oil and gas production, producers, and enablers… 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, …
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Sand Is So Tight It’s Now Influencing These 6 Pressure Pumping Market Trends
Tight sand is becoming a major factor in the pressure pumping market. Here are 6 ways this is playing out: 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 »As WTI Trades Above $110/BBL (14-Year High!), A Salute To Shale & What Our Readers Do To Further Its Noble Cause…
The world is a mess. The tyranny of an evil man is on full display, disrupting world order, and it won’t be soon forgotten as an uncertain globe witnesses unprovoked civilian devastation from the biggest military action in Europe since WWII. The ripple effects could obviously be profound. As a …
Read More »Where Does Permian Rig Count Go If Oil Stays $90+?
Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count 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 …
Read More »Shale Well Cost Inflation Is Starting To Outpace Operator Expectations
What E&Ps are telling their investors is changing – the changes so far are subtle, but they are firm evidence that cost inflation has been underappreciated. 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 …
Read More »E&P Comments On Frac Sand Picking Up But Still Lag New Market Realities
Flash-back. Infill Thinking December 2, 2021: New Year Could Bring Bigger Headaches For Permian Sand Buyers… Yep, that happened. Fast forward to today… and here is the latest intelligence sand buyers and sellers need to know… There’s a lot more to this story… Login to see the full update… To …
Read More »Sand Buyer Headaches Are Now Turning Into Migraines
Flash-back. Infill Thinking December 2, 2021: New Year Could Bring Bigger Headaches For Permian Sand Buyers… Yep, that happened. Fast forward to today… and the headache is turning into a migraine. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »White Sand, Wet Sand, Railed Sand, What Sand?
Flash-back. Infill Thinking December 2, 2021: New Year Could Bring Bigger Headaches For Permian Sand Buyers… Yep, that happened. Fast forward to today… …and we’ve got some new information on wet sand and white sand to share! There’s a lot more to this story… Login to see the full update… …
Read More »Making Frac Sand Great Again! Here’s The Latest Trends In Price, Demand, Supply, Rail Volumes, Etc.
Flash-back. Infill Thinking December 2, 2021: New Year Could Bring Bigger Headaches For Permian Sand Buyers… Yep, that happened. Fast forward to today… …and everyone’s talking about sand again. From the “fair weather fans” – institutional investors and professional service firms calling us now after several years of radio silence …
Read More »Drill Baby Drill – Biggest Week For Drilling Gains In 4 Years
Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count 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 …
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