Quick Thoughts

Nearly a year ago, we “guesstimated” (and then confirmed) that the first NOV SandBank deployed to Argentina’s Vaca Muerta Shale (here’s a link). This week… 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 …

As an addendum to this week’s deep dive mobile-mini report from our site visit to see several in-field frac sand plants in person last week, we wanted to break out and highlight the limiting factors we see to this sand mining approach. There are some big insurmountable ones in our …

Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count or fleet count, tracking …

On the road in the Permian this week, we made first hand observations that confirm what our data has been suggesting since the oilfield began to recover from the pandemic downturn. There’s a lot more to this story… Login to see the full update…  To read this update and receive …

Most of our simulfrac series to date (6 installments listed below) have focused on operations and market ripple effects. But there are constraints to consider as well…. More In This Series SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps Vanishing Idle Time In Fracs – Breaking Down …

Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count or fleet count, tracking …

A staggering look at frac efficiency gains leveraging Lium Research data. 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, …

This week, we had a chance to catch up with one of the largest frac sand storage/hauling solution providers in Texas. We learned that…   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 …

Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count or fleet count, tracking …

You can file this update in “things we never thought we’d write when we started an oilfield research firm,” but there’s a must-read battle raging between a big Permian rancher and a super major. And it is playing out in real-time in a must-read Tweet-storm right now… There’s a lot …