Infill Thinking Lifting the O&G knowledge curve

Channel checks reveal a material portion of the Permian frac market shutting down for the weekend in reaction to extreme weather. 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 …

As E&Ps react to extreme temps in the Permian by shutting down fracs, we think through the ripple effects this will have in the oilfield marketplace… 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 …

In partnership with our research affiliate Lium, here are new frac fleet stats… 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 …

As January has turned to February, the dual completions bottlenecks of tight sand supply and tight trucking remain hot topics in the oilfield business. At Infill Thinking, we’ve published 14 updates on the frac friction this situation has caused so far this year (well, 15 updates if you count another …

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: There’s a lot more to this story… Login to see the full update…  To read this update and receive …

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… There’s a lot more to this story… Login to see …

The biggest news is probably… 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 …

An thorn in the side of the frac industry that we’ve been reporting on for over a month has surfaced on an earnings call…. 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 …

What happened: A Super Major Operator just cut their 5-year Permian volume growth forecast by up to 50% this week. Why it matters: This customer has the following fleet of rigs and frac crews working today:…. There’s a lot more to this story… Login to see the full update…  To …

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: 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 …

If you can’t beat ’em join ’em? 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 …

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

In this map, we have plotted Federal Land permitting data by operator, showing Infill Thinking members specifically where which operators intend to drill on Federal Land and providing a sense of critical mass in these areas for each operator. There’s a lot more to this story… Login to see the …

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

Infill Thinking exclusive on new wellsite storage solution developments… 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 …

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: 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 …

To accompany this chart of the day update, which quantifies the frac fleet by power type across the US basins, we have rounded up additional datapoints… 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 …

We chart and analyze a sign the industry is getting back to work here… 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 …

In partnership with our affiliate Lium, we’ve recently begun to actively model frac spreads by power type across the Lower 48…. 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 …

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. There’s a lot more to this story… Login to see the full update…  To read this update and receive …

Lium, a new research firm for Energy & Industrials, launched coverage this week with some interesting findings in shales. One of Lium’s key points in their shale launch was not enough fleets and not enough sand at current levels to keep production flat y/y. That means… There’s a lot more to …

Deja vu. Remember sandemonium in the Permian early-last year? Well… it’s back. 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 …

Founder’s Message To Infill Thinking Readers We have some big news about the Infill Thinking research platform to share. Yesterday evening, we announced a business combination with Coras Research. Many of you are probably familiar with Coras Research, especially if you are an Analyst Plan member since we’ve collaborated with …

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: There’s a lot more to this story… Login to see the full update…  To read this update and receive …

A quick follow up to our longer piece over the weekend flagging the fast tightening sand spot market after more channel checks on Monday… 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 …

A hunch we’ve been writing about for months is coming to pass… 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 …

We don’t often react to press releases here at Infill Thinking, but one out yesterday caught our attention and it is worth a few words here as we believe it has implications for the future of frac and pumping market share even if it is unlikely to become ubiquitous. There’s …

Next week, Halliburton, Baker Hughes, and Schlumberger will report year-end results and host their quarterly EPS conference calls. NOV will host their call a couple weeks later. These oilfield bellwethers have been.. There’s a lot more to this story… Login to see the full update…  To read this update and …

An update from an E&P operator follows Infill Thinking reporting of the development by approximately one month. 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 …

There’s already been a trucking scramble to keep up, which we’ve documented extensively in recent weeks. More recently, frac sand in inventory seems to be showing the first signs of strain as well now. Many mines have… There’s a lot more to this story… Login to see the full update…  …

Snow, trucking, and is there as much sand available as you thought??? We discuss all this and more with an update of the latest proppant market buzz. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

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. There’s a lot more to this story… Login to see …

This week, all the talk in frac sand insider circles has been about the sand hauling chaos. Here are three recent Infill Thinking pieces on this development: The Warning The First Signs The Story Continues Here we take a data-driven look at one of the culprits… There’s a lot more …

An update on the transportation issues ripping through the frac market after additional channel checks 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, you must be a member. If you are new to Infill …

Infill Thinking membership includes some of the smartest folks in the oilfield. And the best of the best responded to our 2021 outlook survey in big numbers. Here is some next level of insight from one of the most interesting and revealing questions in our market survey. There’s a lot …

In our final newsletter of 2020, we warned about the risk of driver absences wreaking some havoc in the frac supply chain (see this update). It happened. Here’s what we are hearing on the first business day of 2021 about the struggle to sand fracs: There’s a lot more to …

In light of today’s deal news, we wanted to share some of the recently formulated resources in our archive that we assembled to think through what this deal means for the frac and frac supply chain marketplace. We hope this research proves helpful as a new era begins at Liberty… …

Something that makes Infill Thinking uniquely special is the non-advertorial contributions of our members. While our four to five guest posts each quarter have individual author attribution, we are also grateful to the hundreds of you that we talk with on a regular basis to vet stories, learn about the …

You don’t need yet another publication telling you what a crazy year 2020. So we won’t. Instead, here are some stats on the member resources Infill Thinking provided during 2020 followed by a list of the most popular research updates that Infill Thinkers clicked on during the year. Spoiler alert, …

Infill Thinking membership includes some of the smartest folks in the oilfield. And the best of the best responded to our 2021 outlook survey in big numbers. Here is some next level of insight from one of the most interesting and revealing questions in our market survey. There’s a lot …

Anxiety is building with our contacts in the… 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 …

On the Monday before Christmas, Diamondback scooped up QEP and Guidon, consolidating a big chunk of Northern Midland Basin acreage. Here are some critical supply chain insights concerning these two operators that all vendors should be aware of… There’s a lot more to this story… Login to see the full …

In this week’s regular rig count update, we take a look at… 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 …

A quick update to our frac outbreak story from last week… 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, …

In addition to the other research Infill Thinking published this week, a variety of miscellaneous datapoints from around the frac patch and the sand patch crossed our desk this week. Here are eight points that are deserving of a quick mention. There’s a lot more to this story… Login to …

Individuals are often overlooked in this asset-intensive sector, but talent shifts can have big implications for value creation, oilfield trends, sales and competitive dynamics. People on the move also have implications for how business is conducted across the frac value chain. Here are some recent moves that matter… There’s a …

Adapting Christmas Carols to oilfield trends is a holiday season tradition as old as Infill Thinking itself. We just released our 2020 track for members, a riff on Holly Jolly Christmas titled Frac A DUC For Christmas. Current members can login here to take a listen to this year’s song, …

In this week’s regular rig count update, we take a look at… 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 …

Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about how to spot the next upcycle with absolute certainty… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

We are excited today to share the results of our well-attended industry marketplace survey about the year-ahead outlook… 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 …