Infill Thinking was honored to participate and attend the SPE’s Permian Symposium in Houston yesterday. Special thanks to all the events organizers and presenters – it was a great experience and we learned a ton. To all the Infill Thinking members we ran into, it was great seeing you in …
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Infill Thinking Presented At The SPE Permian Symposium
The Infill Thinking team will be attending and speaking at the Permian Basin Symposium hosted by the SPE Gulf Coast Section this Thursday, April 11 in Houston. If you’ll be there, please say hi… we’d welcome the chance to shake your hand and chat oilfield trends. Infill Thinking founder Joseph …
Read More »DSL Action In Austin – Conservation Plan Leadership Passes The Torch [Exclusive]
Infill Thinking has learned some new details in the Permian Basin saga involving the Dunes Sagebrush Lizard (DSL). These details involve a key leadership change and the 2019 conservation plan. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »More Than A Feeling? Shallow Trough Thesis May Be Playing Out In US Land Drilling
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, please email us to discuss our current subscription options at [email protected]. (Current …
Read More »Managing Produced Water The Rocky Mountain Way… A Chat With Expedition [Aqua Men]
Oilfield water management’s rapid evolution from cottage industry to stand-alone business is attracting dozens of new players (and capital) across the entire water value chain. As startups join stalwarts in a business model revolution, our Aqua Men series brings this fast developing space to life. This is the second profile …
Read More »Of Sand & Water. 10 Key Themes In Infill Thinking’s 1Q19 Research Stream
2019 got off to a shaky start in the US onshore oilfield service business (largely due to macro volatility into year end). But as 1Q played out and WTI rallied, sentiment and completions activity indicators improved. Here with the second quarter only about a week old, we are pausing to …
Read More »The Ten Most Read Infill Thinking Updates Of 1Q19
During 1Q19, the Infill Thinking team: sent members 26 e-newsletters published 90 original research updates issued 17 data releases to Think Sheets® members hosted 3 member meetups across Texas, welcoming north of 80 members to share coffee and conversation spent a week in the Permian conducting boots on the ground …
Read More »Here’s How E&P Spending Implies That A Fifth Of US Pre-Frac Water Is Recycled
In research, going down one path often leads to another. And that’s often when things become most interesting. While updating our recycled water leader board chart, first introduced in 4Q18, we got side-tracked by a quick thought exercise. In this update, we use operator spending budgets in conjunction with their …
Read More »Permian Sandpatch Scattershooting: 5 Market Datapoints That Matter
After a relatively quiet couple of weeks in the frac sand marketplace, chatter in the channels we check has picked back up a bit. Here are five things that matter that we’ve heard this week… There’s a lot more to this story… Login to see the full update… To read …
Read More »Eagle Ford Drilling Permits Were Filed At The Fastest Rate In Two Years During 1Q19
In this week’s regular weekly rig count update, we zoom in on a leading indicator for drilling activity in the Eagle Ford 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. …
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