If you care about “unleashing US LNG”, natural gas production trends in general, or doing business in the Appalachian shale markets, then you should consider coming out to Pittsburgh with us this July 29th for the Oilfield Water Connection conference. Already, the vast majority of the region’s shale gas E&P …
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All Those “Other” Oilfield Materials… Shale’s Industrial Mineral Supply Chain Takeaways From Houston
Today we are in Houston meeting with oilfield market participants engaged in the industrial minerals supply chain for drilling and completions at the IMFORMED conference. Here is some of what we have learned at the event so far… There’s a lot more to this story… Login to see the full …
Read More »Rig Dayrates Are Moving Up Faster Than Ever Before As Rig Count Pops Again
What to expect in rig count and DUCs going forward? We discuss… 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 »E&P Frac Fleet Counts, Operator-By-Operator
Latest tallies on frac fleet counts by operator… 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 »Follow Up: Who Is Looking At Developing Frac Sand In SE NM? We Found Out! [Exclusive]
Earlier this week, we wrote about sand mines coming to southeastern New Mexico. After some investigative journalism, we’ve learned a lot more than we knew earlier 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, …
Read More »Here Comes MORE Delaware Basin Sand… Who Is This For??
Looks like somebody’s gonna build a sand mine in New Mexico.. 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, …
Read More »Upward Revisions To 2022 E&P Capex Programs Come Just A Few Months After Budget Announcements! [Shale Spending Stats]
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 …
Read More »New Revelations About EOG’s Sand & Water Supplies In Texas
In this update we put two and two together to illuminate EOG’s new Permian sand procurement strategy to get sand closer to the wellhead. 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 …
Read More »What The E&Ps Are Saying About Sand & Pipe Constraints & Runaway Cost Mitigation
In a related piece this morning, we discussed inflationary pressures and how E&P budgets are responding. Here are more specifics on the drivers of these inflationary pressures… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »What The E&Ps Are Saying About Inflation & Capex Budget Hikes
E&P spending is moving… 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 our current …
Read More »The Power Of SimulFracs [SimulFrac Series]
There’s new disclosures on moving the efficient frontier higher in simulfrac world… 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 »Here’s What The Pressure Pumpers Are Saying About Fleet Expansion As Prices & Demand Increase
While OFS is getting credit for being disciplined and many companies across the oilfield value chain are echoing a chorus of “we are sold out”, some fleet expansion is still happening. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Everything You Could Possibly Want To Know About Alpine Silica – Including How Much They’ve Made & Spent
We just got a massive download on the Alpine Silica mine owned by Profrac… 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 »New Permian Well Permit Demand Is Cooling Off In April
What to expect in rig count and DUCs going forward? We discuss… 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 »Halliburton: “The Sand Shortage Is Over, We Sent More NWS Trains To The Permian, & We Are Raising Frac Pricing”
Halliburton’s conference call this week echoed research presented in Infill Thinking’s recent stream on completions trends around pricing, materials and logistics… 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 …
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