After a recent idling in South Texas, a similar issue is confirmed in… 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 …
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Haynesville Drilling Finally Responding To Gas Prices?
What are we seeing in drilling trends? 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, please email …
Read More »An Interesting Bifurcation In 1Q23 Rig Count Trends
What are we seeing in drilling trends? 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, please email …
Read More »Here’s Something We Are Are Not Used To Seeing In A Sold-Out Frac Market
For all of 2022, frac crews had no trouble finding work. Is that changing 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, or …
Read More »Infill Thinking’s Top 10 1Q23 Updates [Another Volatile Quarter In Review]
By The Stats – Membership Resources Provided During 1Q23 In the 90 days ending March 31, 2023, the Infill Thinking research team: published 76 independent research updates, emailed 26 original Infill Thoughts newsletters to active members, regularly updated Lium Database Downloads for data clients. Login to see what your peers …
Read More »US Land Rig Count Misses A Beat This Week & TX Permits Softer In March…
What to expect in 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, please …
Read More »Is The Pressure Pumping Pricing Pendulum Swinging Backwards?
For all of 2022, we wrote at Infill Thinking about how net pricing in frac services had been going up. Is now when that changes? 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 »A Look At E&P Breakevens Given Oil Price Volatility & Talk About Inventory Preservation
We discuss how aggressively E&Ps will be as it pertains to developing their tight oil inventory in this piece… 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 »A Look Behind The Gates At A Regional Frac Sand Mine Running A Sales Process
This week, we had a chance to catch up with the owners of a Texas regional frac sand plant that is currently being marketed for sale, which gave us an insider’s view of their operations. There’s a lot more to this story… Login to see the full update… To read …
Read More »Baker Hughes US Land Rig Count Remains Stubbornly High
What to expect in 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, please …
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Infill Thinking Lifting the O&G knowledge curve