Infill Thoughts

This week, Halliburton talked about something we’ve been doing a lot of work on lately: ESG fleet trends. Here’s the key points and the key pieces from our archive to add context… There’s a lot more to this story… Login to see the full update…  To read this update and …

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 …

It’s almost that time of year again….. shale RFQ season is just around the corner. During October, vendor inboxes will fill with emails from customers asking for pricing / bid invitations and volume commitments if awarded. Here is some food for thought as this happens… There’s a lot more to …

In research posted earlier this week, we marveled at the arm’s race in US pressure pumping to re-fleet with emissions-friendly equipment. Today we explore the why… feature image photo credit: profrac tier iv pump – profrac has been an early mover in exploring the power of dual fuel conversion There’s …

Aside from the priceless activity recovery in pressure pumping this year, ESG fleet conversion is the sector’s biggest theme. The recap is happening extremely quickly. By year-end 2021, we estimate that nat-gas power capable units will comprise….   feature photo image is ProPetro’s new Tier IV Dynamic Gas Blend (DGB) pumps …

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 …

2Q21 was the busiest quarter for US E&P deal flow since we started keeping track of significant E&P M&A transactions in 2017. Here’s an update on what’s followed that in 3Q… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

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 …

As we prep for the 3RD ANNUAL OILFIELD WATER INUDSTRY UPDATE at the Houstonian this fall, we are digging into what matters in produced water and water midstream. Here is what we found… There’s a lot more to this story… Login to see the full update…  To read this update …

Another reason for belly-dumps to spread is explored in this post… 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, …