In January, Infill Thinking wrote that simul fracs would be the dominant disruptive theme in 2021 (read more). During 4Q20 earnings season, evidence is building in support of the trend’s big impact… Login to see the full update… To read this update and receive our research newsletters, you must be …

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 …

Multiple local frac sand industry contacts in both South and West Texas have shared with us that sand production is not only affected by the cold temps but also by natural gas service interruption. As a result… Login to see the full update… To read this update and receive our …

Sometimes a picture is worth a thousand words, and here are several that Infill Thinking members shared… 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 …

The Texas energy emergency is already being rashly politicized by both sides of the aisle. It’s too early, and more political vitriol in a divided country is the last thing we need. Instead, let’s focus on getting the lights on and then all take a moment to step back, question …

Our warning from last week about the weather played out and then some. Here’s the latest from the field 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 …

It’s Tuesday February 9, 2021, and frac sand and the hauling thereof are still tight. Here is the latest intel from our channel checks on the ongoing frac supply chain tightness: Login to see the full update… To read this update and receive our research newsletters, you must be a …

It’s common knowledge that tax assessed values don’t always line up with fair market values. That being said, we recently went digging in the tax rolls and what we found was pretty interesting. Check out mine-by-mine values and observations here… Login to see the full update… To read this update …

An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: 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, …

If you can’t beat ’em join ’em? 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 New angles on stories you’ll …

A data exercise we ran with our expanded research team at Lium this week reveals both good and bad news for Permian sand customers…. 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, …

Biden hits the pause button on new Federal land hydrocarbon exploitation. Now what? We’ve got a dose of data-driven context here… 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.) …

Frac customers continue to struggle with trucking. As sand supply now becomes a challenge too, the last mile problems are compounded. Here is the latest from our last mile channel checks. Login to see the full update… To read this update and receive our research newsletters, you must be a …

Halliburton’s 4Q20 conference call on Tuesday sets the tone for the company narrative on the 2021 outlook in the Lower 48 pressure pumping market. Here’s what stood out from our listen: Login to see the full update… To read this update and receive our research newsletters, you must be a …

The US land rig count powered through the holiday season and is up 38% (+95 rigs) since the start of the fourth quarter of 2020. This was a December to remember, second only to 2016’s performance in the past decade. Login to see the full update… To read this update …