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.) …
Read More »Quick Thoughts
New Monthly Frac Fleet Data Report [Chart Of The Day]
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 …
Read More »Research Recap: Frac Supply Chain Disorder In 2021
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 …
Read More »Pressure Pumping Market Quick HIts
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 …
Read More »Last Mile Problems Make An Earnings Season Appearance
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, …
Read More »No More “Million Barrel Per Day Dream” For A Permian Super Major
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 …
Read More »Mapping Recent Federal Land Drilling Permits By E&P
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 …
Read More »Making Pneumatics Great Again? New Last Mile Equipment Demos In Texas… [exclusive]
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 …
Read More »Sandemic Update Almost One Week In
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, …
Read More »ESG Fleet Chatter From The Public Company Realm As Pressure Pumping Stratification Gains Steam
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 …
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