Access to OCTG has become a critical concern in today’s oilfield and an operator said in our recent industry survey that they “might actually drop rigs due to casing shortage.” When OCTG issues or concerns come up, we know just who to call to get answers… In this update, see …

Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s how the real oilfield capital allocators are actually dealing with oilfield inflation expectations for 2022. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about the market they work in now… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… 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 …

By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. Before we look ahead though, let’s take a minute to look back on how far we’ve come this year. Login to see the full update… …

By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. 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 …

During 3Q21, a key shale trend stands out that gives increasing conviction in oil and nat gas price strength as well as oilfield service activity in 2022.   Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

If you are looking at the rig count going up every week and thinking that translates 1:1 to frac increases, think again… 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 …

This earnings season, sand talking points were fairly muted as supply chain comments were more focused on big picture inflationary trends and constraints (there are more urgent items for procurement teams than sand lately). That said, among our contacts “offline” the discussion around sand is… Login to see the full …

One thing we found interesting this earnings season was that nobody talked about the…. 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 …

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… 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 …

Following up on two recent pieces of high value research with more datapotins further to the trends. 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 …

Counting, counting, counting all the crews, one by one they add up! 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 …

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… 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 …

Way back in March 2018, we speculated in this piece that Antero might be looking to vertically integrate sand mining, predicting that their most likely path forward would be building a regional / in-basin 2-2.5mmtpa greenfield mine (read more). It only took 3.5 years, but fast forward to today and …