Infill Thoughts

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, …

Some things never change, and the persistent propensity to overbuild in the frac industry at large will outlive this Chapter 11 era. Twice last week… 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 this week’s rig count update, we thought we’d put the spotlight on geo-region shifts in drilling activity as the rig count has undergone a massive compression since year-end 2018. How has the market share of various basins fared during the rig count carnage? There’s a lot more to this …

The Devon / WPX deal continues the theme of Lower 48 E&P consolidation and creates the fourth largest unconventional oil producer in the US (only behind Oxy, Conoco and EOG). In the sections below, we provide some customer behavior context for the Devon / WPX merger – viewing the big …

We are honored to carry this very important post from a supply chain strategist at one of the top three pressure pumpers in the US on a potential change in the oilfield marketplace – rebundling in the frac supply chain… There’s a lot more to this story… Login to see …

Prior to the March 2020 oilfield crash, the in-field frac sand mining trend was poised for take-off, but the downturn obviously derailed this. Now this week…. 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 …