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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Halliburton Frac Is “Sold Out”; Net Pricing Ticking Higher
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 …
Read More »7 Key Oilfield Water Themes In 2022
We are looking forward to participating in the IN-PERSON 2nd Annual Oilfield Water Markets Conference this March 10-11 along side over 300 of the industry’s movers and shakers. If you care on water, this is the event to attend and the agenda is coming together nicely with speakers confirmed from …
Read More »New Permian Plot Twists Confirm That Water Supply Chain Is A Top Shale Issue In 2022
Water issues continue to rise in importance and we discuss what’s new this week in the full piece… Meanwhile, we are looking forward to participating in the IN-PERSON 2nd Annual Oilfield Water Markets Conference this March 10-11 along side over 300 of the industry’s movers and shakers. There, we’ll hear …
Read More »Delaware vs. Midland – Here’s The Set Up Coming Into 2022
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 »Buyers Looking For Frac Sand Instead Of Sand Looking For Buyers -Texas Proppant Prices UP BIG
When frac sand pricing is on the move, Infill Thinking is your go to source… 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 »Everybody Is Talking Up 2022 – First The Pumpers, Then The E&Ps, Now The Drillers… Who’s Next?
Rig count and frac count were exceptionally resilient through year end, with little to no holiday slowdown apparent in our market research (“little” meaning a slowdown in completions rate, not crews standing down off pads). There’s a lot more to this story… Login to see the full update… To read …
Read More »Shaky Ground: Railroad Commission Takes Much-Needed Stand On Oil Field Earthquakes [Guest Post]
Get up to speed fast on Permian seismicity with this thought piece from a highly qualified Infill Thinking member, Jason Jennaro, CEO of Breakwater Energy Partners. 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 »Frac Count & Rig Count Showed NO Seasonal Weakness As 2021 Ended
Rig count and frac count were exceptionally resilient through year end, with little to no holiday slowdown apparent in our market research (“little” meaning a slowdown in completions rate, not crews standing down off pads). There’s a lot more to this story… Login to see the full update… To read …
Read More »10 Frac Supply Chain Predictions For 1H2022
Happy New Year! Oil prices firmed up over the holiday break, putting the 4Q21 flash crash scare firmly in the rearview mirror. Here’s some thoughts on what’s coming next in the oilfield market place… There’s a lot more to this story… Login to see the full update… To read this …
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