During the 3rd Annual Oilfield Water Industry Update in Houston a couple weeks ago, the TX RRC’s seismicity-induced move to crackdown on disposal injection was the hottest topic. We summarized some key takeaways on the crackdown and made some predictions about future action in point 4 of our takeaways here. …
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A Rig Count Rarity – US Land Rig Count Down For Only 2nd Time ALL YEAR!
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 »“Yeah But…” Industry Feedback On Our Thesis Of Frac Sand Consolidators Emerging
Following the logic on M&A possibly returning in frac sand… 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 »Halliburton Sings 5F’s Praises; Says Net Pricing Is Back In Frac
Halliburton’s conference call this week echoed an inflection in Infill Thinking’s recent research flow on net pricing in frac… 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 »Permian & Eagle Ford Permitting Trends Suggest Strong Finish To 2021
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 »Gas Fracs Need More Sand. A Leading Haynesville Supplier Responds.
Outside of a mini-mobile mine here or there, greenfield expansion is no longer the norm frac sand. But this week a gas-basin supplier is bucking the norm… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »High Nat Gas Prices Add To The Intrigue In Eagle Ford D&C Market
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 »Infill Thinking’s Top Fifteen 3Q21 Updates
With 3Q21 in the books, we are pausing to look back at the most read Infill Thinking research updates of the quarter. The oilfield activity recovery continued, but… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Rig Count – 10/1/21
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 »Frac Newco & Market Updates
In light of several recent public announcements and developments at startup frac outfits we’ve been covering this year (plus the public “arrival announcement” of another new entrant), now’s a good time for pressure pumping newco news roundup. Throughout 2021, we’ve kept Infill Thinking members in-the-know early about the several new …
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