Infill Thoughts

The US land rig count had one of its best weeks of the year this week for change, adding 13 rigs (best week since January). Interestingly, the gains didn’t come from the typical places… There’s a lot more to this story… Login to see the full update…  To read this …

Halliburton hosted their 3Q20 earnings call on Monday morning and here are the takeaways that matter for folks in the frac business… 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 …

A new and improved wellsite storage system has deployed in the Midland Basin… 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 …

A clearer picture begins to emerge about what Covia’s capital structure and financial statements will look like post-Chapter 11… 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 …

With US onshore activity limping up from the bottom of a harsh downturn, we asked the question – how well did the frac sand industry do in matching supply to demand regionally? We all know that sand producers…. There’s a lot more to this story… Login to see the full …

There’s been a great deal of talk about e-frac fleets for several years, but what about drilling rigs moving to alternative power sources like grid-derived utility provided electricity as their primary power source? This is a trend that started prior to the downturn, and adoption is likely to become more …

With 3Q20 earnings season commencing for the oilfield this week (Schlumberger reports on 10/16/2020), we too are taking a look back at 3Q20 performance here at Infill Thinking. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

This week, the esteemed Wall Street Journal went to town on frac sand, all but declaring the sector dead. The piece has some elements that we commonly find in anti-O&G hit pieces, but it is more a diatribe describing the industry’s economic trials and tribulations than any thing else. The …

Talk amongst our Haynesville friends about Louisiana fracs picking up a little steam over the past several weeks inspired this week’s rig count update.   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 …

In addition to the in-depth updates published during another interesting week in the frac life, these quick hits also crossed our desk and are worthy of a mention… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …