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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The Trucking Pain Point Is Officially A Major Oilfield Theme & A Key Shale Inflation Risk To Watch Into Mid-3Q21
An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: 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 »Following The Leader – 5 Drilling Rig Market Takeaways From HP
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 »7 Market Datapoints That Stand Out From This Week’s Pressure Pumping Earnings Flurry
Over the past couple of days, we’ve listened to the conference calls of Liberty, Patterson-UTI, RPC and Calfrac (together we estimate these pumpers have X% market share in Lower 48 frac market). Here are the key datapoints that have read-through to the broader frac market… There’s a lot more to …
Read More »Marcellus Drilling (-) & Completion (+) Activity Trends
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 »Halliburton Opens Up On Vorto Relationship For The 1st Time; Also Some Frac Market Outlook Takeaways…
Halliburton’s conference call this week confirmed an Infill Thinking exclusive from six months ago… 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 »Looking Into The Crystal Ball On Eagle Ford Drilling Trends
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 »Surging Midland Basin Seismicity Is An Underappreciated Oilfield Trend To Watch
80% of Midland Basin seismic activity recorded in the past three years occurred in the last three quarters. Despite a recent seismic surge, we haven’t heard very much talk about the consequences or mitigation. This matters because… There’s a lot more to this story… Login to see the full update… …
Read More »How Many Meshes Do Shale Wells Really Need?
As most Infill Thinking readers know, E&P operators often require their pressure pumpers to use multiple size grades on shale / tight oil wells. In fact, several grades are often used in the same stage. Is that about to change? There’s a lot more to this story… Login to …
Read More »Permian Drilling Permits Spring Upward Pointing To Summer Upside For Rig Count
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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