Field checks on seasonal sand struggles… 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 …
Read More »Infill Thinking 2024 Predictions For The U.S. Onshore Oilfield
Happy New Year 2024! Our 2023 predictions from a year ago didn’t do too badly (link), so here we go again peering into the crystal ball. Here are 10 predictions on what’s coming next in the oilfield marketplace… There’s a lot more to this story… Login to see the full …
Read More »Scrambling For Permian Sand
Field checks show seasonal struggles with… 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 …
Read More »One Of The First Bright Spots In 2024 Lower 48 Oilfield Data [Chart Of The Day]
Data driven context for rig 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 Infill Thinking, or your membership has expired, please email us to discuss …
Read More »Texas Frac Sand Mines Dealing With More Operations Hindrances This Week
Field checks show 1Q completions operations hit by another challenge this week in Texas. 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 …
Read More »More Sand, More Barrels [Chart Of The Day]
Data driven context for sand and oil correlation. 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 …
Read More »Halliburton Seems More Bullish On Rigs Than Frac Vs. 2024 Consensus Expectations
HAL kicks off earnings season today and we highlight points with value to the broader drilling and completions market 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 …
Read More »The Southwestern Oilfield Freezes To Start 2024. Frac Channel Checks On The Weather Impact…
How is the southwestern oilfield industry handling the freezing conditions this week? What will the impact be on operations and results for service and supply providers? There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Weather Warning – Permian Freeze Ahead, What Will Happen To Wet Sand Fracs?
The Permian oilfield faces its second weather challenge of 2024 next 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 …
Read More »How’d We Do? Scoring Our 2023 Predictions From A Year Ago…
One year ago, we made 10 predictions about 2023 shale trends in this update. In this “post mortem” report, we hold ourselves accountable for the hits and misses… how’d we do? Hint, pretty well despite the macro wildcards! There’s a lot more to this story… Login to see the full …
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