We take a look behind the curtain at some key trends in frac water. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis and …

In this week’s weekly rig count, we check out some key unconventional drilling trends during 3Q18 across the major US shale plays. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current …

Even though WTI oil prices were strong during 3Q18 (consistently trading near $70/bbl), the quarter was extremely volatile in the Lower 48 oilfield service marketplace. It was a quarter marred by what can best be described as mid-cycle turbulence. Oilfield service and product pricing came under pressure across multiple completions-related …

In addition to the deeper Infill Thinking research updates published this week, a few other quick hits crossed our desk that are worthy of comment. So here are four short stories… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a …

As many readers know by now, there have been rumblings about some big changes happening at the company in recent days. We have learned more about what has transpired and what to expect going forward. There’s a lot more to this story… To read this update and receive our research newsletters, …

Rig consolidation is back in the headlines this week after a big deal offshore on Monday (Ensco and Rowan merged). Although it’s received less attention, consolidation has picked up in onshore drilling too, with two material deals in the past three months. So this week, we took a look at …

Infill Thinking is pleased to announce that Joseph Triepke, founder of Infill Thinking, has been invited to serve as Master of Ceremonies during this month’s frac sand conference in San Antonio hosted by the Petroleum Connection. In addition to serving as MC, Joseph Triepke will moderate a highly anticipated panel …

I can’t think of another time in my career that such a substantial upward move in oil prices was accompanied by so little investor enthusiasm for E&P and OFS stocks. At times over the last 18 months, it’s felt as if the group has collectively traded like a dying industry. …

We have rounded up some important Permian stuff that caught our eye this week. Here you’ll find several items that are worthy of putting on your weekend reading list as well as our thoughts on implications and feedback from contacts in industry on these topics. There’s a lot more to …

Check out an underappreciated financial statistic that we think is important to monitor into the upcoming earnings season as a sign of industry health. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, …

Each week we break apart the North American rig count in new ways that allow readers to dive beneath the week-to-week changes and better understand what the future may hold. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. …

Last week, we spoke with the management team of a private company that is building a 1.5mmtpa mine in Red River Parish, Louisiana. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew …

We analyze trends in E&P C-suite conversations about frac hits and parent-child well interference and share a metric derived from our proprietary linguistic analysis of industry discussion. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free …

It is our honor to welcome the Chief Financial Officer for the state of Texas as an Infill Thinking guest contributor today. Glenn Hegar was elected as the 36th Texas Comptroller of Public Accounts in November 2014. Glenn and his team at the Texas Comptroller’s office have played a high …

We share more boots-on-the-ground intel on the community and regulatory reaction to the frac sand mining rush playing out in the MidCon. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current …