Thinking Ahead

This year, sand producers are mostly demonstrating a focus on returns and capital discipline over growth. This behavior mirrors what we are seeing in E&P and drilling and completions. We discuss how this is translating into pricing, supply and demand fundamentals and provide numbers in this post. There’s a lot …

There once was a project idea, radical and transformational, based on disruptive thinking in sand transportation. It was put on hold. But will that always be the case? There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

We examine Private E&P behavior and what they might do next as they have an increasingly large role in driving the D&C market these days. 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 …

This week, we are working with our colleagues at Lium Research on refreshing the quarterly Shale Data packet, which includes forecasted frac crews, wells, and frac sand demand among other metrics. If you are a Lium data client, watch for email notification about the new downloads later this week. A …

We think through some reasons why a lot of oilfield service companies could be up for sale – many more than normal at this point in the cycle – and what this could mean for M&A and consolidation going forward. There’s a lot more to this story… Login to see …

Something interesting is afoot on the contracting / bidding process for 2023 in shale oilfield services… 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, …

During this frac earnings season it has become more clear who is holding the line on fleet additions vs. who is adding capacity. 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. …

Sand litigation is back. We analyze the new suits and implications here… 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 …

E&P spending plans are evolving rapidly and in this update we think ahead to 2H22 and 2023… 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 …

E&P spending plans are evolving rapidly… 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 to discuss …