The Friday before last week’s drone attacks on Saudi oil infrastructure that caused oil prices to momentarily spike, Bill Edwards wrote a guest post for Infill Thinking titled Historical Oil Price Perspective & A Sober Long-Term Outlook [Friday Guest Post]. The way oil has traded in the wake of the …
Read More »Infill Thoughts
Vizualizing West Texas 2019 SWD Leaders [Chart Flip-Book]
Company by company timeline charts for the top injection well permitters. These charts tell us a lot and also provoke some interesting questions… Consolidation ahead? 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 …
Read More »Is It Really Different This Time? [Friday Guest Post]
Our latest guest post contains an important message regarding the current state and future of the E&P industry. We are bringing it to you in two pieces. This week, our guest contributor sets the stage on the current environment and tiers that have developed in the E&P industry. Next week, …
Read More »Paying A Visit To A Sand Team That Tends To Fly Under The Radar [Eagle Ford Stops Along The Road]
During our recent field trip to the Eagle Ford, we met with the seasoned management team of a sand company that tends to fly a bit under the radar. Here is what we learned and saw… There’s a lot more to this story… Login to see the full update… To …
Read More »A First Look At The New Supersized Sand Revolution Systems [Exclusive]
We have learned more about an engineering tweak of large proportions… 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, …
Read More »Signal Peak Silica Site Visit Notes [Eagle Ford Stops Along The Road]
Last month during our Eagle Ford market intel gathering trip (see the big picture highlights here), we stopped by the Signal Peak Silica frac sand production facility for a tour and meeting with management. There’s a lot more to this story… Login to see the full update… To read this …
Read More »The Top 15 New Injection Well Owners Of The Year In West Texas [Chart Of The Day]
Operators still factor pretty heavily into the new injection well owner lineup, and we wonder how much longer that will be the case as many E&Ps continue to evaluate the separation of their wastewater management. A couple other interesting observations before we get to the data: There have been… There’s …
Read More »This US Drilling Drought Is Right Up There With The Longest Dry Spells In Modern Oilfield History
There have only been two periods of time in the past two decades with… 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 …
Read More »Water You Doing On October 4?
In three weeks from now, on October 4 in Downtown Houston, US oil industry leaders and investors will gather to discuss oilfield water’s evolving business model, market structure, and latest trends. Oilfield Water: Industry Update delivers the most exciting produced water business topic agenda of any conference this fall season. …
Read More »Historical Oil Price Perspective & A Sober Long-Term Outlook [Friday Guest Post]
Here at Infill Thinking, we are humble oilfield service guys by trade not well heeled oil price pundits. That said, we regularly talk to some of the best crude oil minds in the business. When they share noteworthy observations, we pass them along. One such oil price expert we check …
Read More »