In our weekly rig count update this week, a highlights from the latest round of remarks made by the leading land rig contractors. 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. …
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When Did Oilfield Water Mania Start? Pinpointing The Inflection In Interest [Chart Of The Day]
If there’s one thing we can say with certainty about the 2019 US shale business it’s that oilfield water management is trending. You’ve probably noticed an uptick in water research here at Infill Thinking (example 1, 2, and 3). And we aren’t alone… check out newly launched oilfieldwater.com. So when …
Read More »Reflecting On A Once-In-A-Lifetime Local Frac Sand Rush [Chart Of The Day]
Price is a powerful lever. And falling sand prices have extended payback periods for new greenfield frac sand plants. What does this mean for interest in building new plants? In this post, we take a data-driven look at the current status of a once-in-a-lifetime silica mining rush. There’s a lot …
Read More »Activist Launches Next Offensive In The Siege Of Texas Pacific Land Trust
An activist investor continues to trade punches with a big Delaware Basin land bank. The proxy battle has big oilfield water and land management implications. Here is analysis on the latest developments in this proxy battle over a vacant trustee seat as the vote looms large… There’s a lot more …
Read More »Interesting MicroProppant Datapoint: Increased Interest In “Blended Hundred Mesh”?
Ultra-fine proppant has been in and out of the news for the past several years without a real inflection in traction in completion design. Will that fact pattern change in the future? We discuss the microproppant outlook and a new datapoint in the story here. There’s a lot more to …
Read More »10 Frac People On The Move
We take a look at some notable comings and goings. The frac talent pool continues to play musical chairs. 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 »Checking In On Permian Rig Efficiency. Yep… It’s Still Ugly…
In this update we shine a flashlight beam on one of the Permian Basin’s ugliest metrics relative to the rest of US shale. 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. …
Read More »Schlumberger’s Outlook For The US Completions Supply Chain [5 Things To Know In A 5-Minute Read]
In a five-minute read, here’s what completions supply chain pros need to know about Schlumberger’s market commentary Thursday morning… 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 BIG Change In The Rate Of Change For Union Pacific’s Frac Sand Business [Chart Of The Day]
Here’s what completions supply chain folks need to know about Union Pacific’s market commentary Thursday morning… 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, …
Read More »Here’s The SCOOP On Year-To-Date STACK Rig Count Slippage
Our regular weekly rig count update this week shines the spotlight on the SCOOP/STACK rig count. 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, …
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