Quick Thoughts

Channel checks reveal a material portion of the Permian frac market shutting down for the weekend in reaction to extreme weather. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) …

In partnership with our research affiliate Lium, here are new frac fleet stats… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and …

As January has turned to February, the dual completions bottlenecks of tight sand supply and tight trucking remain hot topics in the oilfield business. At Infill Thinking, we’ve published 14 updates on the frac friction this situation has caused so far this year (well, 15 updates if you count another …

The biggest news is probably… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories you’ll only find …

An thorn in the side of the frac industry that we’ve been reporting on for over a month has surfaced on an earnings call…. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, …

What happened: A Super Major Operator just cut their 5-year Permian volume growth forecast by up to 50% this week. Why it matters: This customer has the following fleet of rigs and frac crews working today:…. Login to see the full update… To read this update and receive our research …

In this map, we have plotted Federal Land permitting data by operator, showing Infill Thinking members specifically where which operators intend to drill on Federal Land and providing a sense of critical mass in these areas for each operator. Login to see the full update… To read this update and …

Infill Thinking exclusive on new wellsite storage solution developments… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on …

An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, …

To accompany this chart of the day update, which quantifies the frac fleet by power type across the US basins, we have rounded up additional datapoints… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial …