Each Friday in the last month of each quarter, we pass our keyboard to an Infill Thinking member to weigh in from their field. We don’t pay for these pieces and we don’t get paid for publishing them. In fact, we promptly reject anything that looks like a commercial. Our …
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On the heels of yet another combination of public E&P operators this morning (PDC Energy and SRC Energy), we spent some time thinking about the expansion, peak and contraction of the public E&P universe. There’s a lot more to this story… Login to see the full update… To read this …
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As expected and rumored in the industry, frac fleet consolidation has just begun and is likely to continue. Or is it? We discuss the implications of the Keane / C&J merger of equals announced Monday here after predicting that consolidation was coming in an update posted over this past weekend. …
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On Thursday last week, Reuters reported that Patterson-UTI is exploring the divestiture of their pressure pumping business. After that, we heard from our own sources that… 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 …
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Multiple last mile / wellsite storage system technologies working in the US today hail from Canadian heritage. This is an observation we’ve written about multiple times in the past (including in this analysis piece and this guest post piece). This week we came across a new Canadian systems that we …
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Oilfield water management is a complicated, volumetric business. Here is the oilfield water lifecycle in an easy to follow flowchart that explains this segment’s fast-evolving value chain. 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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In this week’s rig count update we take a look at who is drilling wells in the US with a market share pie chart and the trend over time. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
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Infill Thinking Lifting the O&G knowledge curve
