Latest Thoughts

More Upside Lies Ahead For Permian Drilling Activity

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 …

Read More »

Another Catalyst For More Belly Dumps In The Sand Patch?

Another reason for belly-dumps to spread is explored in this post… 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 …

Read More »

22% Market Share In 2022? [Simulfrac Series]

How much penetration could simulfracs get in the next couple years? Here’s the logic on setting sights on a target for 2023… 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 …

Read More »

Meet The E&Ps [Simulfrac Series]

Our simulfrac series returns today (the 8 previous installments in this series are listed at the end of this report)… More In This Series SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps Vanishing Idle Time In Fracs – Breaking Down The Next Big Step In Shale’s Efficiency …

Read More »

Rigging Up To Fend Off DUC Decline

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 …

Read More »

What’s Left In The Tank For E&P Capex In 2H21?

The oilfield service addressable market is defined by E&P capex budgets. Get data-driven insights on what that means for the rest of 2021 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, …

Read More »

Eagle Ford Local Mines Getting Busier [Chart Of The Day]

A data-driven look at operating activity trends for the South Texas local frac sand mining industry. 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 …

Read More »

This Week’s Pressure Pumper Outlook Roundup

This week’s pumping commentary analysis 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 only find …

Read More »

The Most Important Things E&Ps Said Last Week…

E&P earnings season is underway. Over the past few days, we’ve… One Key Underlying Theme: Public E&Ps are… 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 …

Read More »

US Silica’s Latest Frac Sand Market Outlook

US Silica provided their 2Q21 results and rest of year outlook this morning. Here is a digestible bullet point summary of the key market intel they shared… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

Read More »

Oxy’s D&C Trends In Focus [Operator Spotlight]

Each week through the end of this month, we are illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count …

Read More »

Update On Vaca Muerta Silos

Nearly a year ago, we “guesstimated” (and then confirmed) that the first NOV SandBank deployed to Argentina’s Vaca Muerta Shale (here’s a link). This week… 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 …

Read More »

All Eyes On Halliburton’s Pricing Commentary – Digesting Big Red’s Frac Market Commentary & Outlook

Halliburton’s conference call this week outlined… 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 only …

Read More »

Turning The Corner With Less Rigs And Fleets

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 …

Read More »

Hottest Permian Counties For Drilling So Far In 2021

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 …

Read More »

Chevron’s D&C Trends In Focus [Operator Spotlight]

Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count or fleet count, tracking …

Read More »

Infill Thinking’s Top Fifteen 2Q21 Updates

With 2Q21 in the books, we are pausing to look back at the most read Infill Thinking research updates of the quarter. The activity recovery continued, but… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

Read More »

A Study In Discipline [Operator Spotlight]

Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count or fleet count, tracking …

Read More »

Final OSHA Sand Dust Rule Phase-In At Frac Sites Is Imminent

Long-talked about regulations loom large with implementation finally happening next week… thoughts on what it means 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.) Members get Exclusive research …

Read More »