Latest Thoughts

HAL Hot Takes On ESG Frac Fleets

This week, Halliburton talked about something we’ve been doing a lot of work on lately: ESG fleet trends. Here’s the key points and the key pieces from our archive to add context… There’s a lot more to this story… Login to see the full update…  To read this update and …

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A First Look At 2023 D&C Activity Expectations

Leveraging work done by the data science team at Lium, we share a peek ahead at 2023 base case shale activity expectations for spending, frac and rigs. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

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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… 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 …

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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… 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 …

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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 …

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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… 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 …

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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… 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 …

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This Week’s Pressure Pumper Outlook Roundup

This week’s pumping commentary analysis 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 …

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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… 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 …

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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… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

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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 …

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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… 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 …

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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… 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 …

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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… 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 …

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