We look forward to meeting up with industry friends next week in Houston for a wet sand market discussion. Here’s an update on the state of play in wet sand and a preview on what we’ll be talking about. There’s a lot more to this story… Login to see the …
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Trends In U.S.A. Local Sand Supply Growth Part II – Capacity Adds Over Time
Analysis and context for sand supply growth trends… 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 …
Read More »Trends In U.S.A. Local Sand Supply Growth Part I – Splintering Not Flooding [Chart Of The Day]
Analysis and context for US frac sand supply trends. 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 …
Read More »Where Will The Permian Pile Count Go From Here? [Pile Thoughts Part 2]
After a recent report, we got some inbounds from multiple readers asking the same question, so here you go! 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 …
Read More »How Many Damp Sand Pile Systems Are On Permian Pads Today? [Pile Thoughts Part 1]
After a recent report, we got some inbounds from multiple readers asking the same question, so here you go! 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 …
Read More »More Gas Cuts And Some Context For Northeast Drilling & Completions [Chart Of The Day]
Analysis and context for Marcellus drilling and completions demand as another operator cuts back. 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 »Thinking About Timing And Magnitude Of Looming Nat Gas Rig Releases As Shut-Ins Begin
Here we think ahead about what the gas rig count could do… 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 …
Read More »Getting More For Less Is A Prominent 2024 Shale E&P Theme As Operators Focus On “Capital Efficiency”
We analyze what will be one of the top E&P themes of 2024 in 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. If you are new to Infill Thinking, or …
Read More »Nat Gas E&Ps Lighten Up Their 2024 Programs As The Commodity Price Flounders
Here we catch up on how gas-focused E&P plans are adapting to the rapid collapse of natural gas prices so far this year. 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. …
Read More »Infill Thinking 2024 Predictions For The U.S. Onshore Oilfield
Happy New Year 2024! Our 2023 predictions from a year ago didn’t do too badly (link), so here we go again peering into the crystal ball. Here are 10 predictions on what’s coming next in the oilfield marketplace… There’s a lot more to this story… Login to see the full …
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